Heritage Wealth Advisors Brookfield Corporation Transaction History

Heritage Wealth Advisors

1,095,778

Previous 1,071,739 2.24%

Previous $0 NaN%

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	N/A	24,039 Added 2.24%	1,095,778 $0
Q4 2024 Feb 11, 2025	SELL	N/A	-94,058 Reduced 8.07%	1,071,739 $0
Q3 2024 Nov 12, 2024	BUY	N/A	14,252 Added 1.24%	1,165,797 $0
Q2 2024 Dec 12, 2024	BUY	N/A	42,223 Added 3.81%	1,151,545 $0
Q2 2024 Aug 05, 2024	BUY	N/A	42,223 Added 3.81%	1,151,545 $0
Q1 2024 Dec 12, 2024	BUY	N/A	46,267 Added 4.35%	1,109,322 $0
Q1 2024 May 08, 2024	BUY	N/A	46,267 Added 4.35%	1,109,322 $0
Q4 2023 Dec 12, 2024	BUY	N/A	93,201 Added 9.61%	1,063,055 $0
Q4 2023 Feb 09, 2024	BUY	N/A	93,201 Added 9.61%	1,063,055 $0
Q3 2023 Dec 12, 2024	BUY	N/A	75,229 Added 8.41%	969,854 $0
Q3 2023 Nov 08, 2023	BUY	N/A	75,229 Added 8.41%	969,854 $0
Q2 2023 Dec 12, 2024	SELL	N/A	-271,172 Reduced 23.26%	894,625 $0
Q2 2023 Aug 09, 2023	BUY	N/A	41,041 Added 4.81%	894,625 $0
Q1 2023 May 04, 2023	BUY	N/A	100,507 Added 13.35%	853,584 $0
Q4 2022 Dec 12, 2024	SELL	N/A	-412,720 Reduced 35.4%	753,077 $0
Q4 2022 Feb 06, 2023	BUY	N/A	753,077 New	753,077 $0

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