Triangle Securities Wealth Management’s Broadridge BR Stock Holding History

Triangle Securities Wealth Management’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$531K	Sell
2025 Q4	$838K	Buy
2025 Q3	$833K	Buy
2025 Q2	$784K	Buy
2021 Q2	–	Sell
2021 Q1	$1.06M	Hold
2020 Q4	$1.06M	Buy
2020 Q3	$908K	Sell
2020 Q2	$884K	Buy
2020 Q1	$598K	Buy