Heritage Oak Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,041
Closed -$352K 97
2024
Q3
$352K Buy
+2,041
New +$352K 0.16% 94