Heritage Wealth Management (Arizona)’s Central Pacific Financial CPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.73K | Buy |
332
+166
| +100% | +$3.37K | ﹤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 | +$5K | ﹤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 | +$4K | ﹤0.01% | 658 |
|