Heritage Wealth Management (Arizona)’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $338K | Buy |
5,794
+3,192
| +123% | +$186K | 0.05% | 277 |
|
|
2022
Q3 | $135K | Buy |
2,602
+92
| +4% | +$4.77K | 0.04% | 298 |
|
|
2022
Q2 | $141K | Buy |
2,510
+49
| +2% | +$2.75K | 0.05% | 299 |
|
|
2022
Q1 | $167K | Buy |
+2,461
| New | +$167K | 0.05% | 302 |
|
|
2021
Q3 | $115K | Sell |
1,699
-219
| -11% | -$14.8K | 0.04% | 314 |
|
|
2021
Q2 | $124K | Buy |
+1,918
| New | +$124K | 0.05% | 303 |
|