HFS
WMW

HBC Financial Services’s ELEMENTS ETN MSTR Wide Moat FC TR WMW Stock Holding History

HBC Financial Services’s Portfolio WMW Stock Details WMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-768
Closed -$42K – 202
2020
Q2 		$42K Hold
768
– – 0.04% 65
2020
Q1 		$39K Sell
768
-1,932
-72% -$98.1K 0.04% 63
2019
Q4 		$94K Buy
+2,700
New +$94K 0.08% 44

Other funds holding WMW

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return