Heritage Wealth Management (Arizona)’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $120K | Buy |
3,700
+1,850
| +100% | +$59.9K | 0.02% | 391 |
|
|
2022
Q3 | $51K | Hold |
1,850
| – | – | 0.02% | 397 |
|
|
2022
Q2 | $46.8K | Hold |
1,850
| – | – | 0.02% | 428 |
|
|
2022
Q1 | $59K | Buy |
+1,850
| New | +$59K | 0.02% | 453 |
|
|
2021
Q3 | $89K | Hold |
3,850
| – | – | 0.03% | 365 |
|
|
2021
Q2 | $96K | Hold |
3,850
| – | – | 0.04% | 342 |
|
|
2021
Q1 | $102K | Buy |
+3,850
| New | +$102K | 0.06% | 247 |
|