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Heritage Wealth Management (Arizona)’s ProShares Online Retail ETF ONLN Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ONLN Stock Details ONLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed -$162 – 1076
2022
Q2 		$162 Hold
5
– – ﹤0.01% 973
2022
Q1 		$0 Buy
+5
New +$243 ﹤0.01% 990

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MMEA
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UBS Group
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CA
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DWP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ONLN Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of ProShares Online Retail ETF (ONLN) in Q3 2022, closing a stake of 5 shares — an estimated $162 sold.

Heritage Wealth Management (Arizona) first reported a position in ONLN in Q1 2022 and held it in 2 quarters. The position peaked at $162 in Q2 2022. 59 funds tracked by Wall St. Rank hold ONLN as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining ProShares Online Retail ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 5 ProShares Online Retail ETF shares in Q3 2022, an estimated $162.
  • Heritage Wealth Management (Arizona) first reported a position in ProShares Online Retail ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s ProShares Online Retail ETF position peaked at $162 in Q2 2022.
  • 59 funds tracked by Wall St. Rank held ProShares Online Retail ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.