Heritage Wealth Management (Arizona)’s Exponent EXPO Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EXPO Stock Details EXPO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$288K	Sell
2024 Q1	$282K	Sell
2023 Q4	$334K	Buy
2022 Q4	$998K	Buy
2022 Q3	$408K	Buy
2022 Q2	$398K	Buy
2022 Q1	$253K	Buy
2021 Q3	$131K	Buy
2021 Q2	$94K	Buy
2021 Q1	$75K	Buy