Number of Shares
37,087
Previous 50,000 25.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
N/A
-12,913 Reduced 25.83%
37,087 $0
Q3 2023

Nov 08, 2023

BUY
N/A
10,000 Added 25.0%
50,000 $0
Q2 2020

Jul 17, 2020

BUY
N/A
37,396 Added 1436.1%
40,000 $0
Q2 2020

Jul 17, 2020

SELL
N/A
-47,396 Reduced 94.79%
2,604 $0
Q3 2018

Nov 14, 2018

BUY
N/A
50,000 New
50,000 $0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.