Brown Advisory’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-39,990
| Closed | -$1.21M | – | 1130 |
|
|
2019
Q1 | $1.21M | Buy |
39,990
+6,632
| +20% | +$200K | ﹤0.01% | 766 |
|
|
2018
Q4 | $991K | Buy |
33,358
+6,778
| +26% | +$201K | ﹤0.01% | 768 |
|
|
2018
Q3 | $934K | Buy |
26,580
+3,080
| +13% | +$108K | ﹤0.01% | 828 |
|
|
2018
Q2 | $818K | Buy |
23,500
+9,246
| +65% | +$322K | ﹤0.01% | 838 |
|
|
2018
Q1 | $436K | Buy |
+14,254
| New | +$436K | ﹤0.01% | 869 |
|