Advisor Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $14K | Sell |
512
-82
| -14% | -$2.24K | ﹤0.01% | 4132 |
|
|
2019
Q3 | $16K | Buy |
594
+26
| +5% | +$700 | ﹤0.01% | 4083 |
|
|
2019
Q2 | $17K | Buy |
568
+46
| +9% | +$1.38K | ﹤0.01% | 4055 |
|
|
2019
Q1 | $16K | Sell |
522
-40
| -7% | -$1.23K | ﹤0.01% | 4081 |
|
|
2018
Q4 | $17K | Buy |
562
+26
| +5% | +$786 | ﹤0.01% | 3905 |
|
|
2018
Q3 | $19K | Sell |
536
-19
| -3% | -$674 | ﹤0.01% | 3922 |
|
|
2018
Q2 | $19K | Sell |
555
-17
| -3% | -$582 | ﹤0.01% | 3733 |
|
|
2018
Q1 | $18K | Buy |
572
+2
| +0.4% | +$63 | ﹤0.01% | 3732 |
|
|
2017
Q4 | $18K | Buy |
570
+4
| +0.7% | +$126 | ﹤0.01% | 3767 |
|
|
2017
Q3 | $16K | Buy |
566
+85
| +18% | +$2.4K | ﹤0.01% | 3690 |
|
|
2017
Q2 | $13K | Buy |
481
+3
| +0.6% | +$81 | ﹤0.01% | 3785 |
|
|
2017
Q1 | $12K | Buy |
478
+2
| +0.4% | +$50 | ﹤0.01% | 3682 |
|
|
2016
Q4 | $12K | Buy |
476
+8
| +2% | +$202 | ﹤0.01% | 3534 |
|
|
2016
Q3 | $8K | Buy |
468
+3
| +0.6% | +$51 | ﹤0.01% | 3682 |
|
|
2016
Q2 | $8K | Buy |
+465
| New | +$8K | ﹤0.01% | 3573 |
|