TrueWealth Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,236	Closed	-$253K	–	222
2024 Q1	$253K	Sell	1,236 -606	-33%	-$124K	0.1%	175
2023 Q4	$379K	Buy	1,842 +628	+52%	+$129K	0.15%	113
2023 Q3	$217K	Buy	+1,214	New	+$217K	0.09%	176