HWM
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Hemington Wealth Management’s Stifel SF Stock Holding History

Hemington 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
2025
Q2 		$31K Buy
300
+22
+8% +$2.27K ﹤0.01% 470
2025
Q1 		$26K Buy
278
+20
+8% +$1.87K ﹤0.01% 504
2024
Q4 		$27K Buy
258
+49
+23% +$5.13K 0.01% 468
2024
Q3 		$21K Buy
+209
New +$21K 0.01% 493