Burke & Herbert Bank & Trust’s Renaissance IPO ETF IPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Hold
6,105
0.06% 201
2025
Q1
$229K Buy
6,105
+435
+8% +$16.3K 0.06% 209
2024
Q4
$247K Hold
5,670
0.06% 205
2024
Q3
$243K Hold
5,670
0.06% 211
2024
Q2
$229K Buy
+5,670
New +$229K 0.06% 216