Heritage Wealth Management (Arizona)’s Ferguson FERG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.79K | Buy |
22
+11
| +100% | +$1.4K | ﹤0.01% | 946 |
|
|
2022
Q3 | $1K | Sell |
11
-331
| -97% | -$30.1K | ﹤0.01% | 938 |
|
|
2022
Q2 | $37.9K | Sell |
342
-11
| -3% | -$1.22K | 0.01% | 459 |
|
|
2022
Q1 | $47K | Buy |
+353
| New | +$47K | 0.01% | 480 |
|
|
2021
Q3 | $66K | Buy |
476
+7
| +1% | +$971 | 0.02% | 412 |
|
|
2021
Q2 | $65K | Buy |
469
+23
| +5% | +$3.19K | 0.02% | 416 |
|
|
2021
Q1 | $54K | Buy |
+446
| New | +$54K | 0.03% | 364 |
|