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Heritage Oak Wealth Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,780
Closed -$233K – 198
2024
Q2 		$233K Buy
+4,780
New +$233K 0.12% 85