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Winnow Wealth’s Broadridge BR Stock Holding History

Winnow Wealth’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 		– Sell
-4
Closed -$756 – 233
2025
Q1 		$756 Buy
4
+1
+33% +$189 ﹤0.01% 424
2024
Q4 		$474 Buy
+3
New +$474 ﹤0.01% 442