HWA
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Heritage Wealth Advisors’s White Mountains Insurance WTM Stock Holding History

Heritage Wealth Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5
Closed -$5.58K – 590
2019
Q4 		$5.58K Buy
+5
New +$5.58K ﹤0.01% 438