Heron Financial Group’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $250K | Hold |
2,543
| – | – | 0.13% | 123 |
|
|
2023
Q1 | $248K | Buy |
2,543
+140
| +6% | +$13.7K | 0.14% | 123 |
|
|
2022
Q4 | $252K | Hold |
2,403
| – | – | 0.17% | 107 |
|
|
2022
Q3 | $210K | Buy |
+2,403
| New | +$210K | 0.13% | 125 |
|
|
2021
Q4 | – | Sell |
-2,623
| Closed | -$235K | – | 151 |
|
|
2021
Q3 | $235K | Sell |
2,623
-180
| -6% | -$16.1K | 0.13% | 128 |
|
|
2021
Q2 | $256K | Sell |
2,803
-15
| -0.5% | -$1.37K | 0.15% | 119 |
|
|
2021
Q1 | $263K | Hold |
2,818
| – | – | 0.16% | 110 |
|
|
2020
Q4 | $242K | Hold |
2,818
| – | – | 0.17% | 118 |
|
|
2020
Q3 | $204K | Buy |
+2,818
| New | +$204K | 0.16% | 119 |
|
|
2020
Q1 | – | Sell |
-2,818
| Closed | -$208K | – | 127 |
|
|
2019
Q4 | $208K | Buy |
+2,818
| New | +$208K | 0.17% | 125 |
|