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