Heritage Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38
| Closed | -$2.94K | – | 624 |
|
|
2024
Q4 | $2.94K | Buy |
38
+7
| +23% | +$541 | ﹤0.01% | 538 |
|
|
2024
Q3 | $2.26K | Buy |
+31
| New | +$2.26K | ﹤0.01% | 544 |
|
|
2024
Q1 | – | Sell |
-7,332
| Closed | -$426K | – | 566 |
|
|
2023
Q4 | $426K | Hold |
7,332
| – | – | 0.02% | 157 |
|
|
2023
Q3 | $356K | Hold |
7,332
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $366K | Hold |
7,332
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $401K | Hold |
7,332
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $450K | Hold |
7,332
| – | – | 0.03% | 136 |
|
|
2022
Q3 | $416K | Hold |
7,332
| – | – | 0.03% | 134 |
|
|
2022
Q2 | $373K | Hold |
7,332
| – | – | 0.03% | 145 |
|
|
2022
Q1 | $436K | Sell |
7,332
-2,853
| -28% | -$170K | 0.02% | 137 |
|
|
2021
Q4 | $713K | Hold |
10,185
| – | – | 0.04% | 119 |
|
|
2021
Q3 | $655K | Sell |
10,185
-2,550
| -20% | -$164K | 0.04% | 119 |
|
|
2021
Q2 | $746K | Hold |
12,735
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $626K | Hold |
12,735
| – | – | 0.04% | 122 |
|
|
2020
Q4 | $563K | Buy |
+12,735
| New | +$563K | 0.04% | 121 |
|