Heirloom Wealth Management HEALTHCARE RLTY TR Transaction History

Heirloom Wealth Management

  • $297 Million
  • Q2 2024
Number of Shares
14,019
Previous 20,887 32.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
N/A
-6,868 Reduced 32.88%
14,019 $0
Q1 2024

Apr 24, 2024
SELL
N/A
-489 Reduced 2.29%
20,887 $0
Q4 2023

Jan 31, 2024
SELL
N/A
-463 Reduced 2.12%
21,376 $0
Q3 2023

Oct 23, 2023
SELL
N/A
-218 Reduced 0.99%
21,839 $0
Q1 2023

Apr 27, 2023
BUY
N/A
65 Added 0.3%
22,057 $0
Q4 2022

Feb 01, 2023
BUY
N/A
21,992 New
21,992 $0
Track This Portfolio

Track Heirloom Wealth Management Portfolio

Follow Heirloom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email