Beaird Harris Wealth Management’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2	Closed	-$909	–	742
2024 Q1	$909	Hold	2	–	–	﹤0.01%	549
2023 Q4	$955	Buy	+2	New	+$955	﹤0.01%	522
2023 Q1	–	Sell	-7	Closed	-$2.81K	–	565
2022 Q4	$2.81K	Buy	+7	New	+$2.81K	﹤0.01%	520