HWMA
PR

Heritage Wealth Management (Arizona)’s Permian Resources PR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,837
Closed -$227K – 186
2024
Q1 		$227K Sell
12,837
-181
-1% -$2.66K 0.12% 163
2023
Q4 		$177K Buy
+13,018
New +$178K 0.1% 165
2022
Q4 		$559K Buy
59,490
+33,968
+133% +$325K 0.08% 189
2022
Q3 		$174K Buy
25,522
+1,674
+7% +$11.6K 0.06% 256
2022
Q2 		$143K Buy
+23,848
New +$191K 0.05% 296

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RH
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POEH
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EECFX
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GFWEX
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return