HWMA
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Heritage Wealth Management (Arizona)’s Zillow Z Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$9.66K Buy
300
+200
+200% +$6.44K ﹤0.01% 779
2022
Q3 		$3K Hold
100
– – ﹤0.01% 852
2022
Q2 		$3.18K Hold
100
– – ﹤0.01% 827
2022
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 808