Advisory Research’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-331,069
| Closed | -$9.78M | – | 332 |
|
|
2019
Q2 | $9.78M | Sell |
331,069
-6,750
| -2% | -$199K | 0.19% | 105 |
|
|
2019
Q1 | $10.2M | Sell |
337,819
-590
| -0.2% | -$17.8K | 0.2% | 100 |
|
|
2018
Q4 | $10.1M | Sell |
338,409
-8,731
| -3% | -$259K | 0.21% | 112 |
|
|
2018
Q3 | $12.2M | Buy |
347,140
+77,095
| +29% | +$2.71M | 0.2% | 116 |
|
|
2018
Q2 | $9.41M | Buy |
+270,045
| New | +$9.41M | 0.15% | 125 |
|