Bailard’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,664
| Closed | -$528K | – | 723 |
|
|
2023
Q1 | $528K | Buy |
24,664
+1,400
| +6% | +$30K | 0.02% | 380 |
|
|
2022
Q4 | $713K | Hold |
23,264
| – | – | 0.03% | 318 |
|
|
2022
Q3 | $616K | Hold |
23,264
| – | – | 0.03% | 311 |
|
|
2022
Q2 | $585K | Buy |
23,264
+7,100
| +44% | +$179K | 0.02% | 343 |
|
|
2022
Q1 | $405K | Buy |
+16,164
| New | +$405K | 0.01% | 445 |
|