Heritage Wealth Management (Arizona)’s Workiva WK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$332K	Buy	3,948 +2,021	+105%	+$170K	0.05%	278
2022 Q3	$150K	Buy	1,927 +881	+84%	+$68.6K	0.05%	280
2022 Q2	$69K	Buy	1,046 +8	+0.8%	+$528	0.02%	374
2022 Q1	$122K	Buy	+1,038	New	+$122K	0.03%	341