Strategic Wealth Partners’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-39
Closed -$4K 760
2018
Q1
$4K Hold
39
﹤0.01% 669
2017
Q4
$4K Buy
+39
New +$4K ﹤0.01% 625