Heritage Wealth Management (Arizona)’s Blackbaud BLKB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $220K | Sell |
2,893
-357
| -11% | -$27.2K | 0.12% | 156 |
|
|
2024
Q1 | $241K | Buy |
3,250
+852
| +36% | +$63.2K | 0.12% | 148 |
|
|
2023
Q4 | $208K | Buy |
+2,398
| New | +$208K | 0.11% | 161 |
|
|
2022
Q4 | $718K | Buy |
12,200
+6,720
| +123% | +$396K | 0.1% | 142 |
|
|
2022
Q3 | $241K | Buy |
5,480
+940
| +21% | +$41.3K | 0.08% | 190 |
|
|
2022
Q2 | $264K | Buy |
4,540
+1,185
| +35% | +$68.8K | 0.09% | 178 |
|
|
2022
Q1 | $201K | Buy |
+3,355
| New | +$201K | 0.05% | 269 |
|
|
2021
Q3 | $90K | Buy |
1,273
+224
| +21% | +$15.8K | 0.03% | 361 |
|
|
2021
Q2 | $80K | Buy |
1,049
+497
| +90% | +$37.9K | 0.03% | 374 |
|
|
2021
Q1 | $39K | Buy |
+552
| New | +$39K | 0.02% | 413 |
|