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Tyler-Stone Wealth Management’s Broadridge BR Stock Holding History

Tyler-Stone Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-51
Closed -$10K – 387
2024
Q2 		$10K Hold
51
– – ﹤0.01% 654
2024
Q1 		$10.4K Hold
51
– – ﹤0.01% 649
2023
Q4 		$10.5K Hold
51
– – 0.01% 628
2023
Q3 		$9K Hold
51
– – 0.01% 627
2023
Q2 		$8K Buy
+51
New +$7.72K ﹤0.01% 640
2022
Q4 		$7K Hold
51
– – ﹤0.01% 607
2022
Q3 		$7K Hold
51
– – 0.01% 594
2022
Q2 		$7K Buy
51
+33
+183% +$4.79K ﹤0.01% 605
2022
Q1 		$3K Hold
18
– – ﹤0.01% 711
2021
Q4 		$3K Buy
+18
New +$3.16K ﹤0.01% 744

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