Heritage Wealth Advisors’s Partners Bancorp Common Stock PTRS Stock Holding History

Heritage Wealth Advisors’s Portfolio PTRS Stock Details PTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,294	Closed	-$33.3K	–	600
2023 Q3	$33.3K	Hold	4,294	–	–	﹤0.01%	337
2023 Q2	$26.6K	Hold	4,294	–	–	﹤0.01%	379
2023 Q1	$33.6K	Hold	4,294	–	–	﹤0.01%	361
2022 Q4	$38K	Hold	4,294	–	–	﹤0.01%	355
2022 Q3	$38.2K	Hold	4,294	–	–	﹤0.01%	319
2022 Q2	$39K	Hold	4,294	–	–	﹤0.01%	348
2022 Q1	$40K	Buy	+4,294	New	+$42.7K	﹤0.01%	337

Heritage Wealth Advisors's PTRS Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Partners Bancorp Common Stock (PTRS) in Q4 2023, closing a stake of 4,294 shares — an estimated $33.3K sold.

Heritage Wealth Advisors first reported a position in PTRS in Q1 2022 and held it in 7 quarters. The position peaked at $40K in Q1 2022. 0 funds tracked by Wall St. Rank hold PTRS as of Q4 2023.

Heritage Wealth Advisors reported no remaining Partners Bancorp Common Stock position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 4,294 Partners Bancorp Common Stock shares in Q4 2023, an estimated $33.3K.
Heritage Wealth Advisors first reported a position in Partners Bancorp Common Stock in Q1 2022 and held it in 7 quarters.
Heritage Wealth Advisors's Partners Bancorp Common Stock position peaked at $40K in Q1 2022.
0 funds tracked by Wall St. Rank held Partners Bancorp Common Stock as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.