Heritage Wealth Management (Arizona)’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $325K | Sell |
4,102
-512
| -11% | -$40.6K | 0.18% | 109 |
|
|
2024
Q1 | $386K | Sell |
4,614
-108
| -2% | -$9.05K | 0.2% | 103 |
|
|
2023
Q4 | $407K | Buy |
+4,722
| New | +$407K | 0.22% | 95 |
|
|
2022
Q4 | $866K | Buy |
12,283
+8,538
| +228% | +$602K | 0.12% | 128 |
|
|
2022
Q3 | $244K | Buy |
3,745
+147
| +4% | +$9.58K | 0.08% | 187 |
|
|
2022
Q2 | $257K | Buy |
+3,598
| New | +$257K | 0.09% | 185 |
|
|
2021
Q3 | – | Sell |
-37
| Closed | -$4K | – | 898 |
|
|
2021
Q2 | $4K | Sell |
37
-371
| -91% | -$40.1K | ﹤0.01% | 766 |
|
|
2021
Q1 | $40K | Buy |
+408
| New | +$40K | 0.02% | 410 |
|