Driehaus Capital Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-171,281
| Closed | -$5.25M | – | 410 |
|
|
2022
Q4 | $5.25M | Buy |
+171,281
| New | +$5.25M | 0.08% | 261 |
|
|
2018
Q3 | – | Sell |
-54,657
| Closed | -$1.91M | – | 492 |
|
|
2018
Q2 | $1.91M | Buy |
+54,657
| New | +$1.91M | 0.06% | 280 |
|
|
2017
Q3 | – | Sell |
-77,143
| Closed | -$2.04M | – | 518 |
|
|
2017
Q2 | $2.04M | Buy |
77,143
+33,731
| +78% | +$894K | 0.08% | 256 |
|
|
2017
Q1 | $1.07M | Buy |
+43,412
| New | +$1.07M | 0.04% | 349 |
|