Heritage Wealth Management (Arizona)’s CTS Corp CTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $440K | Buy |
11,161
+5,364
| +93% | +$211K | 0.06% | 231 |
|
|
2022
Q3 | $241K | Buy |
5,797
+116
| +2% | +$4.82K | 0.08% | 191 |
|
|
2022
Q2 | $193K | Buy |
5,681
+519
| +10% | +$17.7K | 0.06% | 239 |
|
|
2022
Q1 | $182K | Buy |
+5,162
| New | +$182K | 0.05% | 287 |
|
|
2021
Q3 | $85K | Buy |
2,745
+605
| +28% | +$18.7K | 0.03% | 369 |
|
|
2021
Q2 | $80K | Buy |
2,140
+832
| +64% | +$31.1K | 0.03% | 375 |
|
|
2021
Q1 | $41K | Buy |
+1,308
| New | +$41K | 0.02% | 403 |
|