Heritage Wealth Management (Arizona)’s CNX Resources CNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $226K | Sell |
9,299
-1,163
| -11% | -$28.3K | 0.13% | 155 |
|
|
2024
Q1 | $248K | Sell |
10,462
-255
| -2% | -$6.05K | 0.13% | 145 |
|
|
2023
Q4 | $214K | Buy |
+10,717
| New | +$214K | 0.12% | 158 |
|
|
2022
Q4 | $616K | Buy |
36,590
+20,257
| +124% | +$341K | 0.09% | 166 |
|
|
2022
Q3 | $254K | Buy |
16,333
+345
| +2% | +$5.37K | 0.08% | 181 |
|
|
2022
Q2 | $263K | Sell |
15,988
-7,748
| -33% | -$128K | 0.09% | 179 |
|
|
2022
Q1 | $492K | Buy |
+23,736
| New | +$492K | 0.13% | 117 |
|
|
2021
Q3 | $165K | Buy |
13,038
+4,267
| +49% | +$54K | 0.06% | 248 |
|
|
2021
Q2 | $120K | Buy |
8,771
+4,227
| +93% | +$57.8K | 0.05% | 310 |
|
|
2021
Q1 | $67K | Buy |
+4,544
| New | +$67K | 0.04% | 317 |
|