HWA
KG

Heritage Wealth Advisors’s Kestrel Group, Ltd. KG Stock Holding History

Heritage Wealth Advisors’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-150
Closed -$6.3K – 553
2023
Q2 		$6.3K Hold
150
– – ﹤0.01% 455
2023
Q1 		$6.27K Sell
150
-150
-50% -$6.27K ﹤0.01% 464
2022
Q4 		$12.7K Buy
+300
New +$12.7K ﹤0.01% 438