Heritage Wealth Advisors’s Canopy Growth CGC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59 | Hold |
48
| – | – | ﹤0.01% | 563 |
|
2025
Q1 | $44 | Hold |
48
| – | – | ﹤0.01% | 566 |
|
2024
Q4 | $132 | Hold |
48
| – | – | ﹤0.01% | 614 |
|
2024
Q3 | $231 | Hold |
48
| – | – | ﹤0.01% | 602 |
|
2024
Q2 | $310 | Hold |
48
| – | – | ﹤0.01% | 502 |
|
2024
Q1 | $414 | Hold |
48
| – | – | ﹤0.01% | 523 |
|
2023
Q4 | $245 | Sell |
48
-1
| -2% | -$5 | ﹤0.01% | 533 |
|
2023
Q3 | $380 | Hold |
49
| – | – | ﹤0.01% | 491 |
|
2023
Q2 | $188 | Hold |
49
| – | – | ﹤0.01% | 540 |
|
2023
Q1 | $849 | Hold |
49
| – | – | ﹤0.01% | 535 |
|
2022
Q4 | $1.12K | Hold |
49
| – | – | ﹤0.01% | 520 |
|
2022
Q3 | $1.32K | Hold |
49
| – | – | ﹤0.01% | 490 |
|
2022
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 534 |
|
2022
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 477 |
|
2021
Q4 | $4K | Hold |
49
| – | – | ﹤0.01% | 490 |
|
2021
Q3 | $6.72K | Hold |
49
| – | – | ﹤0.01% | 456 |
|
2021
Q2 | $11.7K | Hold |
49
| – | – | ﹤0.01% | 443 |
|
2021
Q1 | $15.5K | Hold |
49
| – | – | ﹤0.01% | 444 |
|
2020
Q4 | $12K | Hold |
49
| – | – | ﹤0.01% | 444 |
|
2020
Q3 | $6.95K | Hold |
49
| – | – | ﹤0.01% | 412 |
|
2020
Q2 | $7.84K | Sell |
49
-4
| -8% | -$640 | ﹤0.01% | 386 |
|
2020
Q1 | $7.57K | Buy |
53
+4
| +8% | +$571 | ﹤0.01% | 385 |
|
2019
Q4 | $10.2K | Buy |
+49
| New | +$10.2K | ﹤0.01% | 418 |
|
2019
Q3 | – | Sell |
-9
| Closed | -$3.43K | – | 436 |
|
2019
Q2 | $3.43K | Hold |
9
| – | – | ﹤0.01% | 425 |
|
2019
Q1 | $3.69K | Buy |
+9
| New | +$3.69K | ﹤0.01% | 392 |
|