HWMA
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Heritage Wealth Management (Arizona)’s Saia SAIA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$344K Sell
725
-83
-10% -$39.4K 0.19% 103
2024
Q1 		$473K Sell
808
-16
-2% -$9.36K 0.24% 87
2023
Q4 		$361K Buy
+824
New +$361K 0.2% 104