HWMA
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Heritage Wealth Management (Arizona)’s NNN REIT NNN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,245
Closed -$55K – 925
2021
Q1 		$55K Buy
+1,245
New +$55K 0.03% 362