ClariVest Asset Management’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$505 Hold
2024
Q2
$505 Hold
2024
Q1
$543 Hold
2023
Q4
$599 Hold
2023
Q3
$0 Sell
2023
Q2
$1K Buy
2023
Q1
$1K Hold
2022
Q4
$2K Buy
2014
Q1
Sell
2013
Q4
$224K Buy