Heritage Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-210	Closed	-$5.5K	–	535
2023 Q2	$5.5K	Sell	210 -126	-38%	-$3.3K	﹤0.01%	466
2023 Q1	$8.65K	Buy	+336	New	+$8.65K	﹤0.01%	454