Heritage Wealth Management (Arizona)’s Integer Holdings ITGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Sell |
2,834
-330
| -10% | -$38.2K | 0.18% | 106 |
|
|
2024
Q1 | $369K | Sell |
3,164
-97
| -3% | -$11.3K | 0.19% | 108 |
|
|
2023
Q4 | $323K | Buy |
+3,261
| New | +$323K | 0.18% | 112 |
|
|
2022
Q4 | $679K | Buy |
9,918
+5,597
| +130% | +$383K | 0.1% | 148 |
|
|
2022
Q3 | $269K | Buy |
4,321
+439
| +11% | +$27.3K | 0.09% | 170 |
|
|
2022
Q2 | $274K | Buy |
3,882
+488
| +14% | +$34.5K | 0.09% | 171 |
|
|
2022
Q1 | $273K | Buy |
+3,394
| New | +$273K | 0.07% | 211 |
|
|
2021
Q3 | $75K | Buy |
+838
| New | +$75K | 0.03% | 392 |
|