BHWM
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Beaird Harris Wealth Management’s XP XP Stock Holding History

Beaird Harris Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$257 – 801
2024
Q1 		$257 Hold
10
– – ﹤0.01% 607
2023
Q4 		$261 Buy
+10
New +$261 ﹤0.01% 585