Heritage Wealth Management (Arizona)’s Barnes Group Inc. B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $585K | Buy |
14,310
+8,055
| +129% | +$329K | 0.08% | 174 |
|
|
2022
Q3 | $181K | Sell |
6,255
-48
| -0.8% | -$1.39K | 0.06% | 247 |
|
|
2022
Q2 | $196K | Buy |
6,303
+632
| +11% | +$19.7K | 0.07% | 237 |
|
|
2022
Q1 | $228K | Buy |
+5,671
| New | +$228K | 0.06% | 250 |
|
|
2021
Q3 | $76K | Buy |
1,816
+318
| +21% | +$13.3K | 0.03% | 389 |
|
|
2021
Q2 | $77K | Buy |
1,498
+657
| +78% | +$33.8K | 0.03% | 391 |
|
|
2021
Q1 | $42K | Buy |
+841
| New | +$42K | 0.02% | 400 |
|