Smallwood Wealth Investment Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$867K	Buy	3,574 +10	+0.3%	+$2.43K	0.55%	28
2024 Q4	$806K	Buy	3,564 +12	+0.3%	+$2.71K	0.55%	28
2024 Q3	$764K	Buy	3,552 +12	+0.3%	+$2.58K	0.54%	28
2024 Q2	$697K	Buy	3,540 +426	+14%	+$83.9K	0.54%	28
2024 Q1	$638K	Buy	+3,114	New	+$638K	0.49%	32