BHWM
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Beaird Harris Wealth Management’s Stifel SF Stock Holding History

Beaird Harris Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-37
Closed -$2.16K – 705
2022
Q4 		$2.16K Buy
+37
New +$2.16K ﹤0.01% 572