Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 04, 2020

SELL
N/A
-29,553 Closed
0 $0
Q3 2019

Oct 30, 2019

SELL
N/A
-5,438 Reduced 15.54%
29,553 $2.03 Million
Q2 2019

Aug 05, 2019

BUY
N/A
225 Added 0.65%
34,991 $0
Q1 2019

May 06, 2019

SELL
N/A
-6,116 Reduced 14.96%
34,766 $0
Q4 2018

Jan 28, 2019

SELL
N/A
-884 Reduced 2.12%
40,882 $2.06 Million
Q3 2018

Nov 14, 2018

BUY
N/A
5,316 Added 14.58%
41,766 $2.79 Million
Q2 2018

Jul 19, 2018

SELL
N/A
-50 Reduced 0.14%
36,450 $2.41 Million
Q1 2018

May 10, 2018

BUY
N/A
19 Added 0.05%
36,500 $2.48 Million
Q4 2017

Feb 02, 2018

SELL
N/A
-1,550 Reduced 4.08%
36,481 $2.36 Million
Q3 2017

Nov 07, 2017

BUY
N/A
38,031
38,031 $2.27 Million
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.