Heritage Wealth Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.78K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.94K | Buy |
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|
2024
Q3 | $2.26K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $450K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $713K | Hold |
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|
2021
Q3 | $655K | Sell |
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|
2021
Q2 | $746K | Hold |
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|
2021
Q1 | $626K | Hold |
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|
2020
Q4 | $563K | Buy |
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