HWA
XBKS
Heritage Wealth Advisors’s Xenith Bankshares, Inc. Common Stock XBKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-78,594
| Closed | -$2.66M | – | 117 |
|
|
2017
Q4 | $2.66M | Buy |
78,594
+36,306
| +86% | +$1.23M | 1.14% | 15 |
|
|
2017
Q3 | $1.37M | Hold |
42,288
| – | – | 0.69% | 35 |
|
|
2017
Q2 | $1.31M | Hold |
42,288
| – | – | 0.68% | 35 |
|
|
2017
Q1 | $1.07M | Buy |
42,288
+13,937
| +49% | +$354K | 0.58% | 37 |
|
|
2016
Q4 | $799K | Sell |
28,351
-255,163
| -90% | -$7.19M | 0.52% | 35 |
|
|
2016
Q3 | $655K | Buy |
+283,514
| New | +$655K | 0.45% | 36 |
|