MinichMacGregor Wealth Management’s Arrow Financial AROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,639
| Closed | -$86.9K | – | 133 |
|
|
2022
Q4 | $86.9K | Buy |
+2,639
| New | +$86.9K | 0.03% | 126 |
|
|
2018
Q4 | – | Sell |
-3,376
| Closed | -$106K | – | 119 |
|
|
2018
Q3 | $106K | Sell |
3,376
-1
| -0% | -$31 | 0.07% | 78 |
|
|
2018
Q2 | $105K | Hold |
3,377
| – | – | 0.07% | 76 |
|
|
2018
Q1 | $96K | Buy |
3,377
+538
| +19% | +$15.3K | 0.07% | 72 |
|
|
2017
Q4 | $80K | Hold |
2,839
| – | – | 0.06% | 79 |
|
|
2017
Q3 | $81K | Sell |
2,839
-273
| -9% | -$7.79K | 0.07% | 70 |
|
|
2017
Q2 | $80K | Hold |
3,112
| – | – | 0.07% | 71 |
|
|
2017
Q1 | $85K | Hold |
3,112
| – | – | 0.08% | 71 |
|
|
2016
Q4 | $102K | Hold |
3,112
| – | – | 0.1% | 61 |
|
|
2016
Q3 | $83K | Sell |
3,112
-2
| -0.1% | -$53 | 0.08% | 78 |
|
|
2016
Q2 | $74K | Sell |
3,114
-308
| -9% | -$7.32K | 0.07% | 82 |
|
|
2016
Q1 | $71K | Buy |
3,422
+422
| +14% | +$8.76K | 0.07% | 83 |
|
|
2015
Q4 | $62K | Buy |
+3,000
| New | +$62K | 0.06% | 89 |
|