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Heritage Wealth Management (Arizona)’s Nasdaq NDAQ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-420
Closed -$21K – 923
2021
Q1 		$21K Buy
+420
New +$19.9K 0.01% 487

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Heritage Wealth Management (Arizona)'s NDAQ Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Nasdaq (NDAQ) in Q2 2021, closing a stake of 420 shares — an estimated $21K sold.

Heritage Wealth Management (Arizona) first reported a position in NDAQ in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 599 funds tracked by Wall St. Rank hold NDAQ as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Nasdaq position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 420 Nasdaq shares in Q2 2021, an estimated $21K.
  • Heritage Wealth Management (Arizona) first reported a position in Nasdaq in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Nasdaq position peaked at $21K in Q1 2021.
  • 599 funds tracked by Wall St. Rank held Nasdaq as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.