Sterling Financial Planning’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-145	Closed	-$24K	–	142
2021 Q3	$24K	Hold	145	–	–	0.02%	249
2021 Q2	$23K	Hold	145	–	–	0.01%	243
2021 Q1	$22K	Hold	145	–	–	0.02%	220
2020 Q4	$22K	Buy	+145	New	+$22K	0.02%	211