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True Wealth Design’s Burke & Herbert Financial Services Corp BHRB Stock Holding History

True Wealth Design’s Portfolio BHRB Stock Details BHRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658 Hold
11
– – ﹤0.01% 1632
2025
Q1 		$618 Buy
+11
New +$618 ﹤0.01% 1464