HWMA
EXLS icon

Heritage Wealth Management (Arizona)’s EXL Service EXLS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,087
Closed -$225K – 177
2024
Q1 		$225K Sell
7,087
-57
-0.8% -$1.77K 0.11% 165
2023
Q4 		$220K Buy
+7,144
New +$202K 0.12% 154
2022
Q4 		$523K Buy
15,430
+8,230
+114% +$286K 0.07% 204
2022
Q3 		$212K Sell
7,200
-1,570
-18% -$51.2K 0.07% 215
2022
Q2 		$258K Sell
8,770
-1,510
-15% -$42.7K 0.09% 184
2022
Q1 		$295K Buy
+10,280
New +$262K 0.08% 196
2021
Q3 		$164K Buy
6,650
+1,390
+26% +$32.4K 0.06% 250
2021
Q2 		$112K Buy
5,260
+1,895
+56% +$37.6K 0.04% 318
2021
Q1 		$61K Buy
+3,365
New +$57.4K 0.03% 338

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BTW
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