HWMO
ERC

Heritage Wealth Management (Ohio)’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,241
Closed -$108K – 228
2024
Q3 		$108K Buy
+11,241
New +$108K 0.04% 228