CAPTRUST Financial Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,247
| Closed | -$241K | – | 2370 |
|
|
2023
Q4 | $241K | Buy |
+11,247
| New | +$241K | ﹤0.01% | 2266 |
|
|
2022
Q3 | – | Sell |
-2,349
| Closed | -$59K | – | 2931 |
|
|
2022
Q2 | $59K | Sell |
2,349
-122
| -5% | -$3.06K | ﹤0.01% | 2609 |
|
|
2022
Q1 | $62K | Buy |
2,471
+1,064
| +76% | +$26.7K | ﹤0.01% | 2631 |
|
|
2021
Q4 | $34K | Sell |
1,407
-347
| -20% | -$8.39K | ﹤0.01% | 2944 |
|
|
2021
Q3 | $45K | Buy |
1,754
+380
| +28% | +$9.75K | ﹤0.01% | 2652 |
|
|
2021
Q2 | $34K | Sell |
1,374
-11
| -0.8% | -$272 | ﹤0.01% | 2752 |
|
|
2021
Q1 | $39K | Buy |
+1,385
| New | +$39K | ﹤0.01% | 2588 |
|