Heritage Wealth Management (Arizona)’s James River Group JRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.52K | Buy |
312
+156
| +100% | +$3.26K | ﹤0.01% | 841 |
|
|
2022
Q3 | $4K | Hold |
156
| – | – | ﹤0.01% | 790 |
|
|
2022
Q2 | $3.87K | Hold |
156
| – | – | ﹤0.01% | 803 |
|
|
2022
Q1 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 826 |
|
|
2021
Q3 | $6K | Hold |
156
| – | – | ﹤0.01% | 708 |
|
|
2021
Q2 | $6K | Hold |
156
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $7K | Buy |
+156
| New | +$7K | ﹤0.01% | 608 |
|