HWA
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Heritage Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Heritage Wealth Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$20 – 571
2023
Q4 		$20 Buy
+1
New +$20 ﹤0.01% 549