SHF
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Safe Harbor Fiduciary’s IBM IBM Stock Holding History

Safe Harbor Fiduciary’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,500
Closed -$774K – 206
2024
Q3 		$774K Buy
+3,500
New +$774K 0.73% 28