Talon Private Wealth’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.89K	Buy	+16	New	+$3.89K	﹤0.01%	271
2025 Q1	–	Sell	-8	Closed	-$1.81K	–	194
2024 Q4	$1.81K	Hold	8	–	–	﹤0.01%	261
2024 Q3	$1.72K	Buy	+8	New	+$1.72K	﹤0.01%	268