Heritage Trust’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$17K | – | 193 |
|
|
2018
Q4 | $17K | Sell |
1,000
-1,921
| -66% | -$32.7K | 0.01% | 262 |
|
|
2018
Q3 | $60K | Hold |
2,921
| – | – | 0.02% | 199 |
|
|
2018
Q2 | $54K | Buy |
2,921
+1,921
| +192% | +$35.5K | 0.02% | 197 |
|
|
2018
Q1 | $18K | Hold |
1,000
| – | – | 0.01% | 255 |
|
|
2017
Q4 | $20K | Hold |
1,000
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $19K | Hold |
1,000
| – | – | 0.01% | 244 |
|
|
2017
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 226 |
|
|
2017
Q1 | $22K | Buy |
+1,000
| New | +$22K | 0.01% | 226 |
|