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Heritage Wealth Management (Arizona)’s Central Pacific Financial CPF Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$6.73K Buy
332
+166
+100% +$3.41K ﹤0.01% 833
2022
Q3 		$3K Hold
166
– – ﹤0.01% 815
2022
Q2 		$3.56K Hold
166
– – ﹤0.01% 815
2022
Q1 		$5K Buy
+166
New +$4.8K ﹤0.01% 790
2021
Q3 		$4K Hold
166
– – ﹤0.01% 749
2021
Q2 		$4K Hold
166
– – ﹤0.01% 765
2021
Q1 		$4K Buy
+166
New +$3.79K ﹤0.01% 658

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N
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Invesco
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