Heritage Wealth Management (Arizona)’s SPS Commerce SPSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$422K Buy
3,286
+1,747
+114% +$224K 0.06% 244
2022
Q3
$191K Buy
1,539
+32
+2% +$3.97K 0.06% 234
2022
Q2
$170K Buy
1,507
+329
+28% +$37.2K 0.06% 268
2022
Q1
$155K Buy
+1,178
New +$155K 0.04% 313
2021
Q3
$119K Buy
736
+107
+17% +$17.3K 0.04% 309
2021
Q2
$63K Buy
629
+155
+33% +$15.5K 0.02% 424
2021
Q1
$47K Buy
+474
New +$47K 0.03% 386