HB
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Homrich & Berg’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Homrich & Berg’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$384K Hold
10,721
– – 0.01% 328
2021
Q2 		$386K Hold
10,721
– – 0.01% 328
2021
Q1 		$361K Buy
10,721
+1,025
+11% +$34.5K 0.01% 310
2020
Q4 		$259K Buy
+9,696
New +$259K 0.01% 343