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Wayfinding Financial’s Broadridge BR Stock Holding History

Wayfinding Financial’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 		$235K Sell
947
-17
-2% -$4.22K 0.11% 126
2025
Q1 		$234K Sell
964
-21
-2% -$5.1K 0.1% 125
2024
Q4 		$223K Buy
+985
New +$223K 0.12% 123