Simplicity Wealth’s Broadridge BR Stock Holding History

Simplicity Wealth’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	$1.48M	Sell
2025 Q2	$2.16M	Buy
2025 Q1	$1.55M	Buy
2024 Q4	–	Sell
2024 Q3	$850K	Sell
2024 Q2	$3.15M	Buy
2024 Q1	$3.26M	Buy
2023 Q4	$483K	Buy