Heritage Wealth Management (Arizona)’s Alexco Resource Corp AXU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AXU Stock Details AXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,790	Closed	-$715	–	1124
2022 Q2	$715	Hold	1,790	–	–	﹤0.01%	937
2022 Q1	$3K	Buy	+1,790	New	+$2.97K	﹤0.01%	880
2021 Q3	$6K	Buy	4,040 +1,000	+33%	+$1.91K	﹤0.01%	716
2021 Q2	$8K	Buy	3,040 +1,250	+70%	+$3.52K	﹤0.01%	693
2021 Q1	$4K	Buy	+1,790	New	+$4.92K	﹤0.01%	672

Other funds holding AXU

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AXU Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Alexco Resource Corp (AXU) in Q3 2022, closing a stake of 1,790 shares — an estimated $715 sold.

Heritage Wealth Management (Arizona) first reported a position in AXU in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 2 funds tracked by Wall St. Rank hold AXU as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining Alexco Resource Corp position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 1,790 Alexco Resource Corp shares in Q3 2022, an estimated $715.
Heritage Wealth Management (Arizona) first reported a position in Alexco Resource Corp in Q1 2021 and held it in 5 quarters.
Heritage Wealth Management (Arizona)'s Alexco Resource Corp position peaked at $8K in Q2 2021.
2 funds tracked by Wall St. Rank held Alexco Resource Corp as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.