Heritage Wealth Management (Ohio)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PAVE Stock Details PAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$292K	Hold
2025 Q2	$267K	Hold
2025 Q1	$231K	Sell
2024 Q4	$341K	Hold
2024 Q3	$347K	Hold
2024 Q2	$309K	Buy