Heritage Wealth Management (Arizona)’s Monarch Casino & Resort MCRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,157
| Closed | -$237K | – | 182 |
|
|
2024
Q1 | $237K | Sell |
3,157
-36
| -1% | -$2.7K | 0.12% | 154 |
|
|
2023
Q4 | $221K | Buy |
+3,193
| New | +$221K | 0.12% | 152 |
|
|
2022
Q4 | $718K | Buy |
9,338
+5,294
| +131% | +$407K | 0.1% | 143 |
|
|
2022
Q3 | $227K | Buy |
4,044
+883
| +28% | +$49.6K | 0.07% | 201 |
|
|
2022
Q2 | $185K | Buy |
3,161
+2,370
| +300% | +$139K | 0.06% | 250 |
|
|
2022
Q1 | $69K | Buy |
+791
| New | +$69K | 0.02% | 421 |
|