Heritage Wealth Management (Arizona)’s Franklin Electric FELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $217K | Sell |
2,250
-281
| -11% | -$27.1K | 0.12% | 158 |
|
|
2024
Q1 | $270K | Sell |
2,531
-55
| -2% | -$5.87K | 0.14% | 137 |
|
|
2023
Q4 | $250K | Buy |
+2,586
| New | +$250K | 0.14% | 136 |
|
|
2022
Q4 | $676K | Buy |
8,476
+4,620
| +120% | +$368K | 0.1% | 149 |
|
|
2022
Q3 | $315K | Buy |
3,856
+76
| +2% | +$6.21K | 0.1% | 144 |
|
|
2022
Q2 | $277K | Buy |
3,780
+605
| +19% | +$44.3K | 0.09% | 170 |
|
|
2022
Q1 | $264K | Buy |
+3,175
| New | +$264K | 0.07% | 215 |
|
|
2021
Q3 | $134K | Buy |
1,683
+258
| +18% | +$20.5K | 0.05% | 283 |
|
|
2021
Q2 | $115K | Buy |
1,425
+510
| +56% | +$41.2K | 0.04% | 314 |
|
|
2021
Q1 | $72K | Buy |
+915
| New | +$72K | 0.04% | 305 |
|