AWA
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Arete Wealth Advisors’s Bar Harbor Bankshares BHB Stock Holding History

Arete Wealth Advisors’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Hold
9,599
– – 0.02% 574
2025
Q1 		$283K Hold
9,599
– – 0.02% 554
2024
Q4 		$294K Sell
9,599
-16
-0.2% -$490 0.02% 567
2024
Q3 		$295K Buy
9,615
+1,694
+21% +$52K 0.03% 524
2024
Q2 		$207K Buy
+7,921
New +$207K 0.02% 652