Octavia Wealth Advisors’s Heliogen, Inc. HLGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,860
Closed -$16K 205
2023
Q2
$16K Buy
1,860
+1,146
+161% +$9.83K ﹤0.01% 187
2023
Q1
$6.01K Hold
714
﹤0.01% 187
2022
Q4
$17.5K Buy
+714
New +$17.5K ﹤0.01% 185