Heritage Wealth Management (Arizona)’s Grand Canyon Education LOPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $604K | Buy |
5,716
+2,937
| +106% | +$310K | 0.09% | 169 |
|
|
2022
Q3 | $229K | Sell |
2,779
-725
| -21% | -$59.7K | 0.07% | 198 |
|
|
2022
Q2 | $330K | Buy |
3,504
+174
| +5% | +$16.4K | 0.11% | 139 |
|
|
2022
Q1 | $323K | Buy |
+3,330
| New | +$323K | 0.09% | 178 |
|
|
2021
Q3 | $307K | Sell |
3,488
-147
| -4% | -$12.9K | 0.11% | 149 |
|
|
2021
Q2 | $327K | Buy |
3,635
+555
| +18% | +$49.9K | 0.12% | 137 |
|
|
2021
Q1 | $330K | Buy |
+3,080
| New | +$330K | 0.19% | 94 |
|