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Heritage Trust’s OFS Capital OFS Stock Holding History

Heritage Trust’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45,305
Closed -$372K – 243
2022
Q3 		$372K Hold
45,305
– – 0.07% 192
2022
Q2 		$449K Buy
+45,305
New +$449K 0.07% 187