Heritage Wealth Management (Arizona)’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $16.4K | Buy |
327
+163
| +99% | +$8.19K | ﹤0.01% | 703 |
|
|
2022
Q3 | $6K | Hold |
164
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $5.97K | Hold |
164
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $6K | Buy |
+164
| New | +$6K | ﹤0.01% | 769 |
|
|
2021
Q3 | $7K | Hold |
164
| – | – | ﹤0.01% | 690 |
|
|
2021
Q2 | $7K | Hold |
164
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $8K | Buy |
+164
| New | +$8K | ﹤0.01% | 596 |
|