Seaside Wealth Management’s Broadridge BR Stock Holding History

Seaside Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$262K	Buy
2025 Q2	$267K	Buy
2025 Q1	$260K	Sell
2024 Q4	$261K	Buy
2024 Q3	$247K	Buy
2024 Q2	$226K	Buy
2024 Q1	$234K	Buy
2023 Q4	$234K	Buy
2023 Q3	$203K	Buy