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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Hold
6,125
– – 0.09% 195
2025
Q1 		$231K Sell
6,125
-2,310
-27% -$87.2K 0.08% 206
2024
Q4 		$341K Hold
8,435
– – 0.11% 175
2024
Q3 		$347K Hold
8,435
– – 0.11% 166
2024
Q2 		$309K Buy
+8,435
New +$309K 0.1% 173