Bank of Montreal’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $817K | Sell |
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|
2020
Q2 | $745K | Buy |
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|
2020
Q1 | $742K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $154K | Sell |
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|
2019
Q2 | $183K | Sell |
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $314K | Sell |
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|
2018
Q2 | $360K | Buy |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $2.51M | Buy |
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|
2017
Q3 | $1.57M | Sell |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $1.52M | Buy |
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|
2016
Q4 | $915K | Buy |
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|
2016
Q3 | $231K | Sell |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $418K | Buy |
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|
2015
Q4 | $444K | Buy |
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|
2015
Q3 | $153K | Buy |
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|
2015
Q2 | $118K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12K | Sell |
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|
2014
Q1 | $64K | Hold |
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|
2013
Q4 | $65K | Buy |
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|
2013
Q3 | $47K | Hold |
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|
2013
Q2 | $45K | Buy |
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