Heritage Wealth Management (Arizona)’s Benchmark Electronics BHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $256K | Sell |
6,488
-1,003
| -13% | -$39.6K | 0.14% | 134 |
|
|
2024
Q1 | $225K | Buy |
+7,491
| New | +$225K | 0.11% | 166 |
|
|
2022
Q4 | $528K | Buy |
19,788
+9,495
| +92% | +$253K | 0.08% | 203 |
|
|
2022
Q3 | $255K | Buy |
10,293
+211
| +2% | +$5.23K | 0.08% | 180 |
|
|
2022
Q2 | $227K | Buy |
10,082
+1,058
| +12% | +$23.9K | 0.08% | 213 |
|
|
2022
Q1 | $226K | Buy |
+9,024
| New | +$226K | 0.06% | 252 |
|
|
2021
Q3 | $108K | Buy |
4,048
+891
| +28% | +$23.8K | 0.04% | 322 |
|
|
2021
Q2 | $90K | Buy |
3,157
+1,187
| +60% | +$33.8K | 0.03% | 352 |
|
|
2021
Q1 | $61K | Buy |
+1,970
| New | +$61K | 0.03% | 336 |
|