Heritage Wealth Management (Arizona)’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$413K	Sell
2024 Q1	$424K	Sell
2023 Q4	$321K	Buy
2022 Q4	$999K	Buy
2022 Q3	$389K	Buy
2022 Q2	$322K	Buy
2022 Q1	$332K	Buy
2021 Q3	$153K	Buy
2021 Q2	$135K	Buy
2021 Q1	$61K	Buy