Heritage Wealth Advisors’s Partners Bancorp Common Stock PTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,294
| Closed | -$33.3K | – | 602 |
|
|
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 | +$40K | ﹤0.01% | 337 |
|