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Wealthstream Advisors’s Broadridge BR Stock Holding History

Wealthstream Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,003
Closed -$206K – 156
2023
Q4 		$206K Buy
+1,003
New +$206K 0.09% 136