AlphaQuest’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-484
| Closed | -$10.5K | – | 1832 |
|
|
2024
Q3 | $10.5K | Sell |
484
-17,548
| -97% | -$382K | ﹤0.01% | 1546 |
|
|
2024
Q2 | $325K | Buy |
+18,032
| New | +$325K | 0.04% | 610 |
|
|
2024
Q1 | – | Sell |
-21,399
| Closed | -$458K | – | 1711 |
|
|
2023
Q4 | $458K | Buy |
+21,399
| New | +$458K | 0.1% | 380 |
|