Advisory Services Network’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$257 | – | 2391 |
|
|
2023
Q1 | $257 | Hold |
12
| – | – | ﹤0.01% | 3815 |
|
|
2022
Q4 | $368 | Buy |
+12
| New | +$368 | ﹤0.01% | 3781 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2109 |
|
|
2020
Q4 | – | Sell |
-11
| Closed | – | – | 3476 |
|
|
2020
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3588 |
|
|
2019
Q4 | – | Sell |
-595
| Closed | -$18K | – | 3157 |
|
|
2019
Q3 | $18K | Hold |
595
| – | – | ﹤0.01% | 1880 |
|
|
2019
Q2 | $18K | Buy |
+595
| New | +$18K | ﹤0.01% | 1878 |
|