Clarius Group LLC’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,371
| Closed | -$441K | – | 299 |
|
|
2019
Q3 | $441K | Hold |
16,371
| – | – | 0.08% | 134 |
|
|
2019
Q2 | $484K | Hold |
16,371
| – | – | 0.1% | 111 |
|
|
2019
Q1 | $493K | Hold |
16,371
| – | – | 0.12% | 98 |
|
|
2018
Q4 | $487K | Hold |
16,371
| – | – | 0.18% | 67 |
|
|
2018
Q3 | $575K | Hold |
16,371
| – | – | 0.2% | 56 |
|
|
2018
Q2 | $571K | Hold |
16,371
| – | – | 0.24% | 45 |
|
|
2018
Q1 | $501K | Buy |
+16,371
| New | +$501K | 0.23% | 41 |
|