HWMA
NYC

Heritage Wealth Management (Arizona)’s American Strategic Investment Co NYC Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-31
Closed -$3K – 1037
2022
Q1 		$3K Buy
+31
New +$2.88K ﹤0.01% 865

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Heritage Wealth Management (Arizona)'s NYC Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of American Strategic Investment Co (NYC) in Q2 2022, closing a stake of 31 shares — an estimated $3K sold.

Heritage Wealth Management (Arizona) first reported a position in NYC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 52 funds tracked by Wall St. Rank hold NYC as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining American Strategic Investment Co position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 31 American Strategic Investment Co shares in Q2 2022, an estimated $3K.
  • Heritage Wealth Management (Arizona) first reported a position in American Strategic Investment Co in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s American Strategic Investment Co position peaked at $3K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.