HWMA
FM

Heritage Wealth Management (Arizona)’s iShares Frontier and Select EM ETF FM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$23.6K Buy
926
+463
+100% +$11.8K ﹤0.01% 634
2022
Q3 		$11K Hold
463
– – ﹤0.01% 642
2022
Q2 		$12.4K Hold
463
– – ﹤0.01% 634
2022
Q1 		$15K Buy
+463
New +$15K ﹤0.01% 659