Heritage Wealth Management (Arizona)’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $124K | Buy |
1,956
+940
| +93% | +$59.4K | 0.02% | 389 |
|
|
2022
Q3 | $48K | Sell |
1,016
-335
| -25% | -$15.8K | 0.02% | 406 |
|
|
2022
Q2 | $69.1K | Hold |
1,351
| – | – | 0.02% | 373 |
|
|
2022
Q1 | $85K | Buy |
+1,351
| New | +$85K | 0.02% | 391 |
|
|
2021
Q3 | $101K | Sell |
1,831
-556
| -23% | -$30.7K | 0.04% | 337 |
|
|
2021
Q2 | $114K | Sell |
2,387
-3,594
| -60% | -$172K | 0.04% | 315 |
|
|
2021
Q1 | $276K | Buy |
+5,981
| New | +$276K | 0.16% | 112 |
|