Blue Trust Inc’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-90
| Closed | -$1.62K | – | 2676 |
|
|
2024
Q3 | $1.62K | Buy |
+90
| New | +$1.62K | ﹤0.01% | 2619 |
|
|
2024
Q1 | – | Sell |
-98
| Closed | -$2K | – | 2426 |
|
|
2023
Q4 | $2K | Sell |
98
-37
| -27% | -$755 | ﹤0.01% | 2152 |
|
|
2023
Q3 | $2K | Sell |
135
-45
| -25% | -$667 | ﹤0.01% | 1814 |
|
|
2023
Q2 | $4K | Hold |
180
| – | – | ﹤0.01% | 1594 |
|
|
2023
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 1736 |
|
|
2022
Q4 | $5K | Buy |
180
+90
| +100% | +$2.5K | ﹤0.01% | 1723 |
|
|
2022
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1786 |
|
|
2022
Q2 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 1656 |
|