Heritage Wealth Advisors’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$26.5K	–	642
2024 Q3	$26.5K	Buy	+300	New	+$26.5K	﹤0.01%	373
2021 Q2	–	Sell	-225	Closed	-$18.9K	–	589
2021 Q1	$18.9K	Buy	225 +100	+80%	+$8.4K	﹤0.01%	423
2020 Q4	$9K	Buy	+125	New	+$9K	﹤0.01%	464