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Heritage Oak Wealth Advisors’s TotalEnergies TTE Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,766
Closed -$308K – 176
2024
Q3 		$308K Buy
+4,766
New +$308K 0.14% 105