Heritage Wealth Management (Arizona)’s Easterly Government Properties DEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $424K | Buy |
11,898
+6,556
| +123% | +$234K | 0.06% | 242 |
|
|
2022
Q3 | $211K | Buy |
5,342
+70
| +1% | +$2.77K | 0.07% | 216 |
|
|
2022
Q2 | $251K | Buy |
5,272
+958
| +22% | +$45.6K | 0.08% | 189 |
|
|
2022
Q1 | $228K | Buy |
+4,314
| New | +$228K | 0.06% | 248 |
|
|
2021
Q3 | $96K | Buy |
1,853
+367
| +25% | +$19K | 0.03% | 348 |
|
|
2021
Q2 | $78K | Buy |
1,486
+557
| +60% | +$29.2K | 0.03% | 386 |
|
|
2021
Q1 | $48K | Buy |
+929
| New | +$48K | 0.03% | 381 |
|