BHWM
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Bay Harbor Wealth Management’s Zillow Z Stock Holding History

Bay Harbor Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$770 Buy
11
+7
+175% +$490 ﹤0.01% 519
2025
Q1 		$274 Buy
+4
New +$274 ﹤0.01% 582