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Heritage Wealth Advisors’s Crawford & Co Class A CRD.A Stock Holding History

Heritage Wealth Advisors’s Portfolio CRD.A Stock Details CRD.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$13.1K – 556
2023
Q4 		$13.1K Buy
+1,000
New +$13.1K ﹤0.01% 438