BHWM
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Beaird Harris Wealth Management’s Morningstar MORN Stock Holding History

Beaird Harris Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11
Closed -$2.38K – 647
2022
Q4 		$2.38K Buy
+11
New +$2.38K ﹤0.01% 550