Aperio Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $825K | Buy |
35,290
+1,201
| +4% | +$28.1K | ﹤0.01% | 1696 |
|
|
2020
Q3 | $627K | Buy |
34,089
+14,434
| +73% | +$265K | ﹤0.01% | 1686 |
|
|
2020
Q2 | $393K | Buy |
+19,655
| New | +$393K | ﹤0.01% | 1891 |
|
|
2020
Q1 | – | Sell |
-12,981
| Closed | -$367K | – | 2367 |
|
|
2019
Q4 | $367K | Buy |
12,981
+3,369
| +35% | +$95.2K | ﹤0.01% | 1971 |
|
|
2019
Q3 | $259K | Sell |
9,612
-1,048
| -10% | -$28.2K | ﹤0.01% | 2079 |
|
|
2019
Q2 | $315K | Sell |
10,660
-1,271
| -11% | -$37.6K | ﹤0.01% | 2000 |
|
|
2019
Q1 | $360K | Buy |
11,931
+651
| +6% | +$19.6K | ﹤0.01% | 1919 |
|
|
2018
Q4 | $335K | Sell |
11,280
-1,625
| -13% | -$48.3K | ﹤0.01% | 1893 |
|
|
2018
Q3 | $454K | Buy |
12,905
+4,561
| +55% | +$160K | ﹤0.01% | 1815 |
|
|
2018
Q2 | $291K | Sell |
8,344
-35
| -0.4% | -$1.22K | ﹤0.01% | 2014 |
|
|
2018
Q1 | $256K | Sell |
8,379
-620
| -7% | -$18.9K | ﹤0.01% | 2032 |
|
|
2017
Q4 | $277K | Buy |
8,999
+75
| +0.8% | +$2.31K | ﹤0.01% | 1988 |
|
|
2017
Q3 | $263K | Buy |
8,924
+732
| +9% | +$21.6K | ﹤0.01% | 1987 |
|
|
2017
Q2 | $217K | Buy |
+8,192
| New | +$217K | ﹤0.01% | 2062 |
|