HWA
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Heritage Wealth Advisors’s Comerica CMA Stock Holding History

Heritage Wealth Advisors’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-158
Closed -$9.77K – 591
2024
Q4 		$9.77K Buy
158
+28
+22% +$1.73K ﹤0.01% 443
2024
Q3 		$7.79K Buy
+130
New +$7.79K ﹤0.01% 454