Jentner Corp’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

Jentner Corp’s Portfolio BHRB Stock Details BHRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$341K	Buy
2025 Q1	$318K	Buy
2024 Q4	$351K	Buy
2024 Q3	$340K	Buy
2024 Q2	$283K	Buy