ALPS Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,340
| Closed | -$216K | – | 1048 |
|
|
2023
Q2 | $216K | Buy |
13,340
+100
| +0.8% | +$1.62K | ﹤0.01% | 975 |
|
|
2023
Q1 | $283K | Buy |
+13,240
| New | +$283K | ﹤0.01% | 930 |
|
|
2018
Q1 | – | Sell |
-17,491
| Closed | -$539K | – | 930 |
|
|
2017
Q4 | $539K | Buy |
17,491
+1
| +0% | +$31 | ﹤0.01% | 480 |
|
|
2017
Q3 | $516K | Sell |
17,490
-2,630
| -13% | -$77.6K | ﹤0.01% | 449 |
|
|
2017
Q2 | $533K | Buy |
20,120
+52
| +0.3% | +$1.38K | ﹤0.01% | 441 |
|
|
2017
Q1 | $497K | Buy |
+20,068
| New | +$497K | ﹤0.01% | 422 |
|