Heritage Wealth Management (Arizona)’s ICF International ICFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$279K Sell
1,879
-448
-19% -$66.5K 0.15% 125
2024
Q1
$351K Sell
2,327
-69
-3% -$10.4K 0.18% 111
2023
Q4
$321K Buy
+2,396
New +$321K 0.17% 113
2022
Q4
$571K Buy
5,766
+2,445
+74% +$242K 0.08% 184
2022
Q3
$362K Sell
3,321
-272
-8% -$29.6K 0.12% 126
2022
Q2
$341K Buy
3,593
+362
+11% +$34.4K 0.11% 135
2022
Q1
$304K Buy
+3,231
New +$304K 0.08% 189
2021
Q3
$159K Buy
1,782
+327
+22% +$29.2K 0.06% 256
2021
Q2
$128K Buy
1,455
+560
+63% +$49.3K 0.05% 295
2021
Q1
$78K Buy
+895
New +$78K 0.04% 289