Heritage Wealth Management (Arizona)’s Palantir PLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.93K | Buy |
300
+150
| +100% | +$963 | ﹤0.01% | 985 |
|
|
2022
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 960 |
|
|
2022
Q2 | $1.36K | Hold |
150
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 906 |
|
|
2021
Q3 | $5K | Sell |
225
-100
| -31% | -$2.22K | ﹤0.01% | 736 |
|
|
2021
Q2 | $9K | Buy |
+325
| New | +$9K | ﹤0.01% | 675 |
|