Creative Planning’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10
| Closed | – | – | 2612 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4549 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4574 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4497 |
|
|
2016
Q3 | – | Sell |
-111
| Closed | -$2K | – | 4432 |
|
|
2016
Q2 | $2K | Buy |
+111
| New | +$2K | ﹤0.01% | 3913 |
|