Wetzel Investment Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-112	Closed	-$23K	–	220
2024 Q2	$23K	Hold	112	–	–	0.01%	321
2024 Q1	$21.7K	Sell	112 -3	-3%	-$581	0.01%	370
2023 Q4	$24K	Buy	+115	New	+$24K	0.01%	343