Beaird Harris Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Beaird Harris Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$46.54 - $47.72 $154,047 - $157,953	-3,310 Reduced 31.61%	7,160 $336,000
Q1 2023 Apr 24, 2023	SELL	$46.61 - $47.68 $40,970 - $41,910	-879 Reduced 7.75%	10,470 $497,000
Q4 2022 Feb 14, 2023	BUY	$45.97 - $47.2 $313,331 - $321,715	6,816 Added 150.36%	11,349 $533,000
Q3 2022 Nov 02, 2022	SELL	$46.05 - $47.82 $12,525 - $13,007	-272 Reduced 5.66%	4,533 $209,000
Q1 2022 May 27, 2022	SELL	$47.3 - $49.17 $960,615 - $998,593	-20,309 Reduced 80.87%	4,805 $227,000
Q4 2021 May 17, 2022	BUY	$49.16 - $49.38 $1.23 Million - $1.24 Million	25,114 New	25,114 $1.24 Million

460

78.6M

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.