Heritage Wealth Management (Arizona)’s Blackbaud BLKB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio BLKB Stock Details BLKB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$220K	Sell
2024 Q1	$241K	Buy
2023 Q4	$208K	Buy
2022 Q4	$718K	Buy
2022 Q3	$241K	Buy
2022 Q2	$264K	Buy
2022 Q1	$201K	Buy
2021 Q3	$90K	Buy
2021 Q2	$80K	Buy
2021 Q1	$39K	Buy