W
BR icon

WealthStone’s Broadridge BR Stock Holding History

WealthStone’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-40
Closed -$5.11K – 135
2019
Q2 		$5.11K Hold
40
– – ﹤0.01% 340
2019
Q1 		$4K Buy
+40
New +$4K 0.14% 25