Aigen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,003
| Closed | -$214K | – | 826 |
|
|
2023
Q4 | $214K | Sell |
10,003
-2,634
| -21% | -$56.3K | 0.04% | 637 |
|
|
2023
Q3 | $206K | Buy |
+12,637
| New | +$206K | 0.04% | 663 |
|
|
2023
Q2 | – | Sell |
-19,626
| Closed | -$420K | – | 847 |
|
|
2023
Q1 | $420K | Sell |
19,626
-2,451
| -11% | -$52.5K | 0.06% | 351 |
|
|
2022
Q4 | $676K | Buy |
22,077
+5,511
| +33% | +$169K | 0.1% | 219 |
|
|
2022
Q3 | $439K | Buy |
+16,566
| New | +$439K | 0.06% | 332 |
|
|
2020
Q1 | – | Sell |
-2,465
| Closed | -$70K | – | 1382 |
|
|
2019
Q4 | $70K | Buy |
+2,465
| New | +$70K | 0.01% | 751 |
|