Heritage Wealth Management (Arizona)’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.65K | Buy |
10
+5
| +100% | +$2.33K | ﹤0.01% | 893 |
|
|
2022
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 886 |
|
|
2022
Q2 | – | Sell |
-427
| Closed | -$215K | – | 1033 |
|
|
2022
Q1 | $215K | Buy |
+427
| New | +$215K | 0.06% | 261 |
|
|
2021
Q3 | $291K | Buy |
479
+71
| +17% | +$43.1K | 0.1% | 157 |
|
|
2021
Q2 | $217K | Buy |
408
+227
| +125% | +$121K | 0.08% | 211 |
|
|
2021
Q1 | $76K | Buy |
+181
| New | +$76K | 0.04% | 295 |
|