Heritage Wealth Advisors’s Adaptive Biotechnologies ADPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-113
| Closed | -$616 | – | 561 |
|
|
2023
Q3 | $616 | Hold |
113
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $758 | Hold |
113
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $998 | Hold |
113
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $863 | Hold |
113
| – | – | ﹤0.01% | 525 |
|
|
2022
Q3 | $805 | Hold |
113
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $1K | Hold |
113
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $2K | Hold |
113
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $3.84K | Hold |
113
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $4.62K | Buy |
+113
| New | +$4.62K | ﹤0.01% | 487 |
|