USA Financial Formulas’s Broadridge BR Stock Holding History

USA Financial Formulas’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
2025 Q3	$233K	Sell
2025 Q2	$249K	Buy
2025 Q1	$220K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Hold
2022 Q1	$3K	Hold
2021 Q4	$3K	Hold
2021 Q3	$3K	Hold
2021 Q2	$3K	Buy