ClearBridge Investments’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,859
| Closed | -$55K | – | 1118 |
|
|
2019
Q2 | $55K | Sell |
1,859
-48
| -3% | -$1.42K | ﹤0.01% | 809 |
|
|
2019
Q1 | $57K | Buy |
1,907
+676
| +55% | +$20.2K | ﹤0.01% | 825 |
|
|
2018
Q4 | $37K | Sell |
1,231
-139
| -10% | -$4.18K | ﹤0.01% | 880 |
|
|
2018
Q3 | $48K | Buy |
1,370
+234
| +21% | +$8.2K | ﹤0.01% | 901 |
|
|
2018
Q2 | $40K | Buy |
+1,136
| New | +$40K | ﹤0.01% | 877 |
|