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Heritage Oak Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$485K – 85
2024
Q3 		$485K Buy
+2,500
New +$485K 0.22% 67