Heritage Oak Wealth Advisors’s Mid Penn Bancorp MPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,687	Closed	-$378K	–	142
2024 Q3	$378K	Buy	+12,687	New	+$378K	0.17%	85