Heritage Wealth Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Buy |
490
+405
| +476% | +$20.3K | ﹤0.01% | 354 |
|
|
2025
Q1 | $4.01K | Hold |
85
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $4.5K | Hold |
85
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $4.72K | Hold |
85
| – | – | ﹤0.01% | 486 |
|
|
2024
Q2 | $5.01K | Hold |
85
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $5.84K | Hold |
85
| – | – | ﹤0.01% | 465 |
|
|
2023
Q4 | $6.89K | Hold |
85
| – | – | ﹤0.01% | 470 |
|
|
2023
Q3 | $5.49K | Hold |
85
| – | – | ﹤0.01% | 436 |
|
|
2023
Q2 | $7.19K | Hold |
85
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $9.46K | Hold |
85
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $10.2K | Sell |
85
-40
| -32% | -$4.79K | ﹤0.01% | 450 |
|
|
2022
Q3 | $12.5K | Hold |
125
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $9K | Buy |
125
+75
| +150% | +$5.4K | ﹤0.01% | 470 |
|
|
2022
Q1 | $6K | Buy |
50
+10
| +25% | +$1.2K | ﹤0.01% | 465 |
|
|
2021
Q4 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 458 |
|
|
2020
Q1 | – | Sell |
-348
| Closed | -$15.4K | – | 487 |
|
|
2019
Q4 | $15.4K | Buy |
+348
| New | +$15.4K | ﹤0.01% | 394 |
|