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WealthPLAN Partners’s Broadridge BR Stock Holding History

WealthPLAN Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-120
Closed -$17.6K – 1275
2023
Q1 		$17.6K Buy
+120
New +$17.6K ﹤0.01% 755