WAP
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Wealthcare Advisory Partners’s Broadridge BR Stock Holding History

Wealthcare Advisory Partners’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
2020
Q1 		– Sell
-77
Closed -$10K – 1483
2019
Q4 		$10K Hold
77
– – ﹤0.01% 930
2019
Q3 		$10K Hold
77
– – ﹤0.01% 914
2019
Q2 		$10K Buy
77
+1
+1% +$120 ﹤0.01% 895
2019
Q1 		$8K Hold
76
– – ﹤0.01% 856
2018
Q4 		$7K Hold
76
– – ﹤0.01% 854
2018
Q3 		$10K Sell
76
-592
-89% -$75.1K ﹤0.01% 835
2018
Q2 		$77K Buy
668
+1
+0.1% +$113 0.02% 376
2018
Q1 		$73K Hold
667
– – 0.02% 334
2017
Q4 		$60K Buy
+667
New +$58.2K 0.02% 342

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