Heritage Wealth Management (Arizona)’s T-Mobile US TMUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $388K | Buy |
2,774
+1,387
| +100% | +$194K | 0.06% | 260 |
|
|
2022
Q3 | $186K | Buy |
1,387
+7
| +0.5% | +$939 | 0.06% | 238 |
|
|
2022
Q2 | $186K | Hold |
1,380
| – | – | 0.06% | 249 |
|
|
2022
Q1 | $177K | Buy |
+1,380
| New | +$177K | 0.05% | 289 |
|
|
2021
Q3 | $193K | Buy |
1,509
+150
| +11% | +$19.2K | 0.07% | 225 |
|
|
2021
Q2 | $197K | Sell |
1,359
-155
| -10% | -$22.5K | 0.07% | 225 |
|
|
2021
Q1 | $190K | Buy |
+1,514
| New | +$190K | 0.11% | 171 |
|