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Whipplewood Advisors’s Broadridge BR Stock Holding History

Whipplewood 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
2025
Q2 		$1.22K Sell
5
-131
-96% -$31.8K ﹤0.01% 983
2025
Q1 		$1.21K Buy
136
+131
+2,620% +$1.17K ﹤0.01% 992
2024
Q4 		$1.13K Buy
+5
New +$1.13K ﹤0.01% 1000