Heritage Wealth Management (Arizona)’s RELX RELX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $956K | Sell |
20,839
-1,743
| -8% | -$80K | 0.53% | 43 |
|
|
2024
Q1 | $978K | Sell |
22,582
-1,334
| -6% | -$57.8K | 0.5% | 46 |
|
|
2023
Q4 | $949K | Buy |
+23,916
| New | +$949K | 0.51% | 44 |
|
|
2022
Q4 | $2.05M | Buy |
73,899
+41,266
| +126% | +$1.14M | 0.29% | 58 |
|
|
2022
Q3 | $793K | Buy |
32,633
+3,088
| +10% | +$75K | 0.25% | 65 |
|
|
2022
Q2 | $796K | Buy |
29,545
+3,855
| +15% | +$104K | 0.26% | 68 |
|
|
2022
Q1 | $799K | Buy |
+25,690
| New | +$799K | 0.22% | 79 |
|
|
2021
Q3 | $367K | Buy |
12,726
+2,149
| +20% | +$62K | 0.13% | 123 |
|
|
2021
Q2 | $282K | Buy |
+10,577
| New | +$282K | 0.11% | 165 |
|