HOWA
B

Heritage Oak Wealth Advisors’s Barrick Mining Corporation B Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,292
Closed -$264K – 109
2024
Q3 		$264K Buy
+13,292
New +$264K 0.12% 118