BHWA
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Beacon Harbor Wealth Advisors’s Stifel SF Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-58,380
Closed -$3.96M – 79
2022
Q1 		$3.96M Buy
+58,380
New +$3.96M 1.29% 39