Heritage Wealth Management (Arizona)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $480K | Sell |
1,076
-97
| -8% | -$43.3K | 0.27% | 77 |
|
|
2024
Q1 | $499K | Sell |
1,173
-7
| -0.6% | -$2.98K | 0.25% | 85 |
|
|
2023
Q4 | $520K | Buy |
+1,180
| New | +$520K | 0.28% | 77 |
|
|
2022
Q4 | $1.74M | Buy |
5,190
+2,660
| +105% | +$891K | 0.25% | 69 |
|
|
2022
Q3 | $772K | Sell |
2,530
-19
| -0.7% | -$5.8K | 0.25% | 68 |
|
|
2022
Q2 | $859K | Sell |
2,549
-49
| -2% | -$16.5K | 0.29% | 65 |
|
|
2022
Q1 | $1.07M | Buy |
+2,598
| New | +$1.07M | 0.29% | 66 |
|
|
2021
Q3 | $483K | Buy |
1,137
+160
| +16% | +$68K | 0.17% | 92 |
|
|
2021
Q2 | $401K | Buy |
977
+46
| +5% | +$18.9K | 0.15% | 115 |
|
|
2021
Q1 | $329K | Buy |
+931
| New | +$329K | 0.19% | 95 |
|