HWA
STR

Heritage Wealth Advisors’s Sitio Royalties STR Stock Holding History

Heritage Wealth Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-524
Closed -$13K – 538
2024
Q1 		$13K Hold
524
– – ﹤0.01% 426
2023
Q4 		$12.3K Sell
524
-1,169
-69% -$27.5K ﹤0.01% 442
2023
Q3 		$41K Buy
+1,693
New +$41K ﹤0.01% 318