BHWM
AFTR.U

Beaird Harris Wealth Management’s AfterNext HealthTech Acquisition Corp Units AFTR.U Stock Holding History

Beaird Harris Wealth Management’s Portfolio AFTR.U Stock Details AFTR.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-250
Closed -$2.6K – 494
2023
Q2 		$2.6K Hold
250
– – ﹤0.01% 360
2023
Q1 		$2.56K Hold
250
– – ﹤0.01% 364
2022
Q4 		$2.5K Hold
250
– – ﹤0.01% 538
2022
Q3 		$2K Hold
250
– – ﹤0.01% 417
2022
Q2 		$2K Hold
250
– – ﹤0.01% 355
2022
Q1 		$2K Hold
250
– – ﹤0.01% 542
2021
Q4 		$2K Buy
+250
New +$2.5K ﹤0.01% 583

Other funds holding AFTR.U

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beaird Harris Wealth Management's AFTR.U Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of AfterNext HealthTech Acquisition Corp Units (AFTR.U) in Q3 2023, closing a stake of 250 shares — an estimated $2.6K sold.

Beaird Harris Wealth Management first reported a position in AFTR.U in Q4 2021 and held it in 7 quarters. The position peaked at $2.6K in Q2 2023. 1 fund tracked by Wall St. Rank holds AFTR.U as of Q3 2023.

  • Beaird Harris Wealth Management reported no remaining AfterNext HealthTech Acquisition Corp Units position as of Q3 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 250 AfterNext HealthTech Acquisition Corp Units shares in Q3 2023, an estimated $2.6K.
  • Beaird Harris Wealth Management first reported a position in AfterNext HealthTech Acquisition Corp Units in Q4 2021 and held it in 7 quarters.
  • Beaird Harris Wealth Management's AfterNext HealthTech Acquisition Corp Units position peaked at $2.6K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held AfterNext HealthTech Acquisition Corp Units as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.