BHWA
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Beacon Harbor Wealth Advisors’s FormFactor FORM Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio FORM Stock Details FORM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-129,769
Closed -$5.58M – 72
2020
Q4 		$5.58M Sell
129,769
-6,417
-5% -$276K 2.28% 9
2020
Q3 		$3.4M Buy
+136,186
New +$3.4M 1.66% 20