Heritage Wealth Management (Arizona)’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $25.4K | Buy |
646
+323
| +100% | +$12.7K | ﹤0.01% | 622 |
|
|
2022
Q3 | $11K | Hold |
323
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $11.5K | Hold |
323
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $15K | Buy |
+323
| New | +$15K | ﹤0.01% | 645 |
|
|
2021
Q3 | $15K | Hold |
323
| – | – | 0.01% | 596 |
|
|
2021
Q2 | $15K | Buy |
+323
| New | +$15K | 0.01% | 597 |
|