Acrospire Investment Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,513
| Closed | -$62K | – | 2320 |
|
|
2017
Q1 | $62K | Sell |
2,513
-2,344
| -48% | -$57.8K | 0.05% | 737 |
|
|
2016
Q4 | $125K | Buy |
+4,857
| New | +$125K | 0.05% | 751 |
|
|
2016
Q3 | – | Sell |
-2,156
| Closed | -$38K | – | 2045 |
|
|
2016
Q2 | $38K | Sell |
2,156
-1,000
| -32% | -$17.6K | 0.03% | 1253 |
|
|
2016
Q1 | $55K | Buy |
+3,156
| New | +$55K | 0.04% | 848 |
|