Heritage Wealth Management (Arizona)’s Buckle BKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.86M | Buy |
41,080
+20,540
| +100% | +$931K | 0.27% | 62 |
|
|
2022
Q3 | $650K | Sell |
20,540
-10,000
| -33% | -$316K | 0.21% | 82 |
|
|
2022
Q2 | $846K | Hold |
30,540
| – | – | 0.28% | 66 |
|
|
2022
Q1 | $1.01M | Buy |
+30,540
| New | +$1.01M | 0.27% | 68 |
|
|
2021
Q3 | $2.79M | Hold |
70,440
| – | – | 0.99% | 17 |
|
|
2021
Q2 | $3.5M | Buy |
70,440
+3,200
| +5% | +$159K | 1.33% | 14 |
|
|
2021
Q1 | $2.64M | Buy |
+67,240
| New | +$2.64M | 1.49% | 12 |
|