Heritage Wealth Management (Arizona)’s Service Corp International SCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $206K | Buy |
2,976
+1,488
| +100% | +$103K | 0.03% | 328 |
|
2022
Q3 | $86K | Hold |
1,488
| – | – | 0.03% | 339 |
|
2022
Q2 | $103K | Hold |
1,488
| – | – | 0.03% | 329 |
|
2022
Q1 | $98K | Buy |
+1,488
| New | +$98K | 0.03% | 369 |
|
2021
Q3 | $90K | Hold |
1,488
| – | – | 0.03% | 363 |
|
2021
Q2 | $80K | Hold |
1,488
| – | – | 0.03% | 379 |
|
2021
Q1 | $76K | Buy |
+1,488
| New | +$76K | 0.04% | 296 |
|