ClariVest Asset Management’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $505 | Hold |
28
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $505 | Hold |
28
| – | – | ﹤0.01% | 774 |
|
|
2024
Q1 | $543 | Hold |
28
| – | – | ﹤0.01% | 781 |
|
|
2023
Q4 | $599 | Hold |
28
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $0 | Sell |
28
-52
| -65% | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $1K | Buy |
80
+28
| +54% | +$350 | ﹤0.01% | 606 |
|
|
2023
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 653 |
|
|
2022
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 551 |
|
|
2014
Q1 | – | Sell |
-13,148
| Closed | -$224K | – | 614 |
|
|
2013
Q4 | $224K | Buy |
+13,148
| New | +$224K | 0.01% | 346 |
|