Heritage Wealth Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-140
| Closed | -$20.5K | – | 543 |
|
|
2023
Q2 | $20.5K | Sell |
140
-21
| -13% | -$3.07K | ﹤0.01% | 399 |
|
|
2023
Q1 | $23.5K | Buy |
161
+21
| +15% | +$3.06K | ﹤0.01% | 392 |
|
|
2022
Q4 | $20.1K | Buy |
+140
| New | +$20.1K | ﹤0.01% | 412 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$3.68K | – | 549 |
|
|
2020
Q3 | $3.68K | Hold |
30
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $4.18K | Hold |
30
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $3.2K | Hold |
30
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $4.19K | Hold |
30
| – | – | ﹤0.01% | 452 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $4.37K | Buy |
+30
| New | +$4.37K | ﹤0.01% | 420 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$3K | – | 393 |
|
|
2018
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 341 |
|