HWA
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Heritage Wealth Advisors’s Unity U Stock Holding History

Heritage Wealth Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-168
Closed -$4.8K – 593
2022
Q4 		$4.8K Buy
+168
New +$4.8K ﹤0.01% 478