Sound Financial Strategies Group’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,973	Closed	-$726K	–	77
2021 Q4	$726K	Sell	3,973 -61	-2%	-$11.1K	0.36%	37
2021 Q3	$672K	Buy	4,034 +133	+3%	+$22.2K	0.34%	34
2021 Q2	$630K	Buy	+3,901	New	+$630K	0.31%	43