Heritage Wealth Advisors’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.5K	Hold
2025 Q1	$5.21K	Sell
2024 Q4	$5.88K	Buy
2024 Q3	$3.48K	Buy
2021 Q3	–	Sell
2021 Q2	$783	Hold
2021 Q1	$742	Hold
2020 Q4	$1K	Buy