Aperio Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $825K | Buy |
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|
2020
Q3 | $627K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Buy |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $315K | Sell |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $256K | Sell |
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|
2017
Q4 | $277K | Buy |
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|
2017
Q3 | $263K | Buy |
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|
2017
Q2 | $217K | Buy |
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