HWA
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Heartwood Wealth Advisors’s Workiva WK Stock Holding History

Heartwood Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$219K – 182
2024
Q4 		$219K Buy
+2,000
New +$219K 0.02% 158