Heritage Wealth Advisors’s Tredegar Corp TG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.11K | Hold |
240
| – | – | ﹤0.01% | 512 |
|
2025
Q1 | $1.85K | Hold |
240
| – | – | ﹤0.01% | 511 |
|
2024
Q4 | $1.84K | Hold |
240
| – | – | ﹤0.01% | 557 |
|
2024
Q3 | $1.75K | Hold |
240
| – | – | ﹤0.01% | 551 |
|
2024
Q2 | $1.15K | Hold |
240
| – | – | ﹤0.01% | 484 |
|
2024
Q1 | $1.57K | Hold |
240
| – | – | ﹤0.01% | 502 |
|
2023
Q4 | $1.3K | Hold |
240
| – | – | ﹤0.01% | 513 |
|
2023
Q3 | $1.3K | Hold |
240
| – | – | ﹤0.01% | 472 |
|
2023
Q2 | $1.6K | Hold |
240
| – | – | ﹤0.01% | 506 |
|
2023
Q1 | $2.19K | Hold |
240
| – | – | ﹤0.01% | 514 |
|
2022
Q4 | $2.45K | Hold |
240
| – | – | ﹤0.01% | 502 |
|
2022
Q3 | $2.27K | Hold |
240
| – | – | ﹤0.01% | 479 |
|
2022
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 527 |
|
2022
Q1 | $3K | Sell |
240
-26,077
| -99% | -$326K | ﹤0.01% | 493 |
|
2021
Q4 | $311K | Buy |
26,317
+1,794
| +7% | +$21.2K | 0.02% | 163 |
|
2021
Q3 | $299K | Buy |
24,523
+304
| +1% | +$3.7K | 0.02% | 165 |
|
2021
Q2 | $333K | Buy |
24,219
+918
| +4% | +$12.6K | 0.02% | 163 |
|
2021
Q1 | $350K | Sell |
23,301
-491
| -2% | -$7.37K | 0.02% | 162 |
|
2020
Q4 | $397K | Buy |
23,792
+2,285
| +11% | +$38.1K | 0.02% | 147 |
|
2020
Q3 | $320K | Buy |
21,507
+2,254
| +12% | +$33.5K | 0.04% | 122 |
|
2020
Q2 | $296K | Buy |
19,253
+903
| +5% | +$13.9K | 0.04% | 122 |
|
2020
Q1 | $287K | Buy |
18,350
+631
| +4% | +$9.86K | 0.05% | 105 |
|
2019
Q4 | $396K | Buy |
17,719
+723
| +4% | +$16.2K | 0.05% | 122 |
|
2019
Q3 | $331K | Buy |
16,996
+849
| +5% | +$16.5K | 0.05% | 125 |
|
2019
Q2 | $268K | Buy |
16,147
+875
| +6% | +$14.5K | 0.04% | 126 |
|
2019
Q1 | $246K | Buy |
15,272
+2,143
| +16% | +$34.6K | 0.04% | 119 |
|
2018
Q4 | $208K | Hold |
13,129
| – | – | 0.04% | 119 |
|
2018
Q3 | $284K | Hold |
13,129
| – | – | 0.06% | 104 |
|
2018
Q2 | $309K | Buy |
13,129
+786
| +6% | +$18.5K | 0.12% | 94 |
|
2018
Q1 | $221K | Buy |
12,343
+735
| +6% | +$13.2K | 0.09% | 104 |
|
2017
Q4 | $223K | Buy |
11,608
+784
| +7% | +$15.1K | 0.1% | 107 |
|
2017
Q3 | $195K | Buy |
+10,824
| New | +$195K | 0.1% | 103 |
|
2017
Q1 | – | Sell |
-8,506
| Closed | -$204K | – | 97 |
|
2016
Q4 | $204K | Buy |
+8,506
| New | +$204K | 0.13% | 83 |
|