Heritage Wealth Management (Arizona)’s Diodes DIOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,491
| Closed | -$201K | – | 179 |
|
|
2023
Q4 | $201K | Buy |
+2,491
| New | +$201K | 0.11% | 164 |
|
|
2022
Q4 | $590K | Buy |
7,746
+4,229
| +120% | +$322K | 0.08% | 171 |
|
|
2022
Q3 | $228K | Buy |
3,517
+104
| +3% | +$6.74K | 0.07% | 199 |
|
|
2022
Q2 | $220K | Buy |
3,413
+932
| +38% | +$60.2K | 0.07% | 217 |
|
|
2022
Q1 | $216K | Buy |
+2,481
| New | +$216K | 0.06% | 259 |
|
|
2021
Q3 | $115K | Buy |
1,265
+285
| +29% | +$25.9K | 0.04% | 313 |
|
|
2021
Q2 | $78K | Buy |
980
+479
| +96% | +$38.1K | 0.03% | 387 |
|
|
2021
Q1 | $40K | Buy |
+501
| New | +$40K | 0.02% | 409 |
|