HWMA
BR icon

Heritage Wealth Management (Arizona)’s Broadridge BR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-30
Closed -$5K – 892
2021
Q2 		$5K Sell
30
-286
-91% -$47.7K ﹤0.01% 736
2021
Q1 		$48K Buy
+316
New +$48K 0.03% 380