Heritage Wealth Advisors’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-456
| Closed | -$37.4K | – | 462 |
|
2019
Q4 | $37.4K | Buy |
+456
| New | +$37.4K | ﹤0.01% | 323 |
|
2019
Q3 | – | Sell |
-925
| Closed | -$81.9K | – | 435 |
|
2019
Q2 | $81.9K | Sell |
925
-95
| -9% | -$8.41K | 0.01% | 213 |
|
2019
Q1 | $85.6K | Buy |
1,020
+457
| +81% | +$38.4K | 0.01% | 189 |
|
2018
Q4 | $37K | Hold |
563
| – | – | 0.01% | 211 |
|
2018
Q3 | $49K | Buy |
+563
| New | +$49K | 0.01% | 199 |
|