Signature Estate & Investment Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,194	Closed	-$270K	–	551
2024 Q4	$270K	Buy	1,194 +62	+5%	+$14K	0.01%	438
2024 Q3	$243K	Buy	1,132 +7	+0.6%	+$1.51K	0.01%	456
2024 Q2	$222K	Buy	+1,125	New	+$222K	0.01%	466