Heritage Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92K | Hold |
12
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $6.79K | Sell |
12
-2
| -14% | -$1.13K | ﹤0.01% | 436 |
|
|
2024
Q4 | $8.4K | Buy |
14
+2
| +17% | +$1.2K | ﹤0.01% | 458 |
|
|
2024
Q3 | $7K | Buy |
+12
| New | +$7K | ﹤0.01% | 463 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$5.16K | – | 555 |
|
|
2023
Q2 | $5.16K | Hold |
11
| – | – | ﹤0.01% | 469 |
|
|
2023
Q1 | $6.16K | Sell |
11
-34
| -76% | -$19K | ﹤0.01% | 465 |
|
|
2022
Q4 | $20.9K | Buy |
+45
| New | +$20.9K | ﹤0.01% | 408 |
|