Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Heritage Investment Group Inc.
  City: POMPANO BEACH
  State: FL
  Zip: 33062
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $485,864,000
  Total Value Change : $36,889,000
  Securities Held Change : 6
   
All Securities Held : 103
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 30
  Unchanged Positions : 33
  Decreased Positions : 30

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HON)1 Year Chart         HON Honeywell International Inc 104 Closed $202.92 $0 0 0% -219,000 -1,046 0    Conglomerates
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 107 Closed $177.81 $0 0 0% -518,000 -2,086 0    Auto Manufacturers
   (FDX)1 Year Chart         FDX Fedex Corp 106 Closed $265.73 $0 0 0% -202,000 -800 0    AirDelivery & Freight...
   (WING)1 Year Chart         WING Wingstop Inc. 105 Closed $390.02 $0 0 0% -205,000 -800 0    N/A

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results