Heritage Wealth Management (Arizona)’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,837
| Closed | -$227K | – | 186 |
|
|
2024
Q1 | $227K | Sell |
12,837
-181
| -1% | -$3.2K | 0.12% | 163 |
|
|
2023
Q4 | $177K | Buy |
+13,018
| New | +$177K | 0.1% | 165 |
|
|
2022
Q4 | $559K | Buy |
59,490
+33,968
| +133% | +$319K | 0.08% | 189 |
|
|
2022
Q3 | $174K | Buy |
25,522
+1,674
| +7% | +$11.4K | 0.06% | 256 |
|
|
2022
Q2 | $143K | Buy |
+23,848
| New | +$143K | 0.05% | 296 |
|