HWA
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Heritage Wealth Advisors’s Compass COMP Stock Holding History

Heritage Wealth Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$719 Hold
115
– – ﹤0.01% 541
2025
Q1 		$1K Buy
+115
New +$1K ﹤0.01% 534