Heritage Wealth Management (Arizona)’s Smith & Nephew SNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.48K | Buy |
278
+139
| +100% | +$3.74K | ﹤0.01% | 819 |
|
|
2022
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 845 |
|
|
2022
Q2 | $3.88K | Sell |
139
-13,188
| -99% | -$368K | ﹤0.01% | 802 |
|
|
2022
Q1 | $425K | Buy |
+13,327
| New | +$425K | 0.11% | 142 |
|
|
2021
Q3 | $230K | Buy |
6,690
+1,270
| +23% | +$43.7K | 0.08% | 193 |
|
|
2021
Q2 | $235K | Buy |
5,420
+2,103
| +63% | +$91.2K | 0.09% | 201 |
|
|
2021
Q1 | $126K | Buy |
+3,317
| New | +$126K | 0.07% | 220 |
|