Heritage Wealth Management (Arizona)’s Power Integrations POWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,483
| Closed | -$204K | – | 184 |
|
|
2023
Q4 | $204K | Buy |
+2,483
| New | +$204K | 0.11% | 163 |
|
|
2022
Q4 | $388K | Buy |
5,414
+5,272
| +3,713% | +$378K | 0.06% | 261 |
|
|
2022
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $10.7K | Hold |
142
| – | – | ﹤0.01% | 656 |
|
|
2022
Q1 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 676 |
|
|
2021
Q3 | $14K | Hold |
142
| – | – | 0.01% | 609 |
|
|
2021
Q2 | $12K | Buy |
+142
| New | +$12K | ﹤0.01% | 640 |
|