Covestor’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
13
-3
| -19% | – | ﹤0.01% | 2428 |
|
|
2025
Q1 | $0 | Sell |
16
-9
| -36% | – | ﹤0.01% | 2431 |
|
|
2024
Q4 | $1K | Buy |
25
+4
| +19% | +$160 | ﹤0.01% | 2049 |
|
|
2024
Q3 | $0 | Sell |
21
-19
| -48% | – | ﹤0.01% | 2428 |
|
|
2024
Q2 | $1K | Buy |
40
+3
| +8% | +$75 | ﹤0.01% | 2015 |
|
|
2024
Q1 | $1K | Sell |
37
-22
| -37% | -$595 | ﹤0.01% | 1992 |
|
|
2023
Q4 | $1K | Sell |
59
-12
| -17% | -$203 | ﹤0.01% | 1975 |
|
|
2023
Q3 | $1K | Buy |
71
+53
| +294% | +$746 | ﹤0.01% | 1938 |
|
|
2023
Q2 | $0 | Buy |
18
+3
| +20% | – | ﹤0.01% | 2354 |
|
|
2023
Q1 | $0 | Buy |
15
+2
| +15% | – | ﹤0.01% | 2261 |
|
|
2022
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 2284 |
|
|
2022
Q3 | $0 | Sell |
13
-102
| -89% | – | ﹤0.01% | 2245 |
|
|
2022
Q2 | $3K | Sell |
115
-116
| -50% | -$3.03K | ﹤0.01% | 1512 |
|
|
2022
Q1 | $6K | Buy |
231
+75
| +48% | +$1.95K | ﹤0.01% | 1440 |
|
|
2021
Q4 | $4K | Buy |
+156
| New | +$4K | 0.01% | 1390 |
|