Connor, Clark & Lunn Investment Management (CC&L)’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,249
| Closed | -$470K | – | 1503 |
|
|
2024
Q1 | $470K | Sell |
24,249
-30,324
| -56% | -$588K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $1.17M | Buy |
54,573
+16,262
| +42% | +$348K | 0.01% | 819 |
|
|
2023
Q3 | $625K | Buy |
+38,311
| New | +$625K | ﹤0.01% | 961 |
|
|
2017
Q2 | – | Sell |
-39,170
| Closed | -$969K | – | 862 |
|
|
2017
Q1 | $969K | Sell |
39,170
-6,690
| -15% | -$165K | 0.01% | 498 |
|
|
2016
Q4 | $1.18M | Buy |
+45,860
| New | +$1.18M | 0.01% | 454 |
|