Heritage Wealth Management (Arizona)’s International Bancshares IBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $183K | Buy |
4,000
+2,000
| +100% | +$91.5K | 0.03% | 340 |
|
|
2022
Q3 | $85K | Hold |
2,000
| – | – | 0.03% | 341 |
|
|
2022
Q2 | $80.2K | Hold |
2,000
| – | – | 0.03% | 356 |
|
|
2022
Q1 | $84K | Buy |
+2,000
| New | +$84K | 0.02% | 393 |
|
|
2021
Q3 | $83K | Hold |
2,000
| – | – | 0.03% | 374 |
|
|
2021
Q2 | $86K | Hold |
2,000
| – | – | 0.03% | 363 |
|
|
2021
Q1 | $93K | Buy |
+2,000
| New | +$93K | 0.05% | 258 |
|