HighTower Advisors’s Burke & Herbert Financial Services Corp BHRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,209
| Closed | -$257K | – | 3502 |
|
|
2024
Q3 | $257K | Sell |
4,209
-400
| -9% | -$24.4K | ﹤0.01% | 2918 |
|
|
2024
Q2 | $235K | Buy |
4,609
+41
| +0.9% | +$2.09K | ﹤0.01% | 2895 |
|
|
2024
Q1 | $256K | Buy |
4,568
+68
| +2% | +$3.81K | ﹤0.01% | 2783 |
|
|
2023
Q4 | $283K | Hold |
4,500
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q3 | $209K | Sell |
4,500
-32,960
| -88% | -$1.53M | ﹤0.01% | 2867 |
|
|
2023
Q2 | $2.41M | Buy |
+37,460
| New | +$2.41M | ﹤0.01% | 1246 |
|