Berman Capital Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92
| Closed | -$1K | – | 1700 |
|
|
2020
Q1 | $1K | Sell |
92
-1
| -1% | -$11 | ﹤0.01% | 1302 |
|
|
2019
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q3 | $2K | Sell |
93
-206
| -69% | -$4.43K | ﹤0.01% | 1189 |
|
|
2019
Q2 | $8K | Buy |
299
+207
| +225% | +$5.54K | ﹤0.01% | 809 |
|
|
2019
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q4 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 865 |
|