USWIA
BR icon

UP Strategic Wealth Investment Advisors’s Broadridge BR Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
921
-114
-11% -$27.7K 0.17% 81
2025
Q1 		$251K Buy
1,035
+60
+6% +$14.5K 0.22% 69
2024
Q4 		$220K Sell
975
-62
-6% -$14K 0.22% 73
2024
Q3 		$223K Buy
+1,037
New +$223K 0.25% 73