HWA
TSS
Heritage Wealth Advisors’s Total System Services, Inc. TSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-7,530
| Closed | -$400K | – | 98 |
|
|
2016
Q2 | $400K | Hold |
7,530
| – | – | 0.27% | 51 |
|
|
2016
Q1 | $358K | Hold |
7,530
| – | – | 0.28% | 49 |
|
|
2015
Q4 | $375K | Sell |
7,530
-20
| -0.3% | -$996 | 0.32% | 50 |
|
|
2015
Q3 | $342K | Sell |
7,550
-150
| -2% | -$6.8K | 0.29% | 50 |
|
|
2015
Q2 | $322K | Hold |
7,700
| – | – | 0.27% | 66 |
|
|
2015
Q1 | $294K | Hold |
7,700
| – | – | 0.24% | 70 |
|
|
2014
Q4 | $261K | Buy |
+7,700
| New | +$261K | 0.23% | 78 |
|