Heritage Wealth Management (Arizona)’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.6K | Buy |
2,160
+1,080
| +100% | +$15.3K | ﹤0.01% | 580 |
|
|
2022
Q3 | $23K | Hold |
1,080
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $17.7K | Hold |
1,080
| – | – | 0.01% | 559 |
|
|
2022
Q1 | $53K | Buy |
+1,080
| New | +$53K | 0.01% | 464 |
|
|
2021
Q3 | $5K | Sell |
80
-990
| -93% | -$61.9K | ﹤0.01% | 734 |
|
|
2021
Q2 | $71K | Buy |
+1,070
| New | +$71K | 0.03% | 400 |
|