Heritage Wealth Management (Arizona)’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.6M	Sell
2024 Q1	$1.86M	Sell
2023 Q4	$1.79M	Buy
2022 Q4	$5.34M	Buy
2022 Q3	$2.17M	Buy
2022 Q2	$2.28M	Sell
2022 Q1	$2.66M	Buy
2021 Q3	$2.06M	Buy
2021 Q2	$1.96M	Sell
2021 Q1	$1.81M	Buy