HWA
CMD

Heritage Wealth Advisors’s Cantel Medical Corporation CMD Stock Holding History

Heritage Wealth Advisors’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,357
Closed -$108K – 596
2021
Q1 		$108K Sell
1,357
-204
-13% -$15.9K 0.01% 257
2020
Q4 		$123K Buy
+1,561
New +$91.6K 0.01% 237

Heritage Wealth Advisors's CMD Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Cantel Medical Corporation (CMD) in Q2 2021, closing a stake of 1,357 shares — an estimated $108K sold.

Heritage Wealth Advisors first reported a position in CMD in Q4 2020 and held it in 2 quarters. The position peaked at $123K in Q4 2020. 0 funds tracked by Wall St. Rank hold CMD as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining Cantel Medical Corporation position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,357 Cantel Medical Corporation shares in Q2 2021, an estimated $108K.
  • Heritage Wealth Advisors first reported a position in Cantel Medical Corporation in Q4 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Cantel Medical Corporation position peaked at $123K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.