Heritage Wealth Management (Arizona)’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $413K | Sell |
13,468
-1,716
| -11% | -$52.6K | 0.23% | 90 |
|
|
2024
Q1 | $424K | Sell |
15,184
-308
| -2% | -$8.6K | 0.22% | 97 |
|
|
2023
Q4 | $321K | Buy |
+15,492
| New | +$321K | 0.17% | 114 |
|
|
2022
Q4 | $999K | Buy |
55,236
+30,908
| +127% | +$559K | 0.14% | 112 |
|
|
2022
Q3 | $389K | Buy |
24,328
+948
| +4% | +$15.2K | 0.13% | 120 |
|
|
2022
Q2 | $322K | Buy |
23,380
+3,216
| +16% | +$44.2K | 0.11% | 143 |
|
|
2022
Q1 | $332K | Buy |
+20,164
| New | +$332K | 0.09% | 175 |
|
|
2021
Q3 | $153K | Buy |
9,824
+1,584
| +19% | +$24.7K | 0.05% | 263 |
|
|
2021
Q2 | $135K | Buy |
8,240
+4,884
| +146% | +$80K | 0.05% | 286 |
|
|
2021
Q1 | $61K | Buy |
+3,356
| New | +$61K | 0.03% | 341 |
|