Elizabeth Park Capital Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-98,627
| Closed | -$3.02M | – | 38 |
|
|
2018
Q1 | $3.02M | Buy |
+98,627
| New | +$3.02M | 0.86% | 33 |
|
|
2015
Q3 | – | Sell |
-306,445
| Closed | -$5.48M | – | 57 |
|
|
2015
Q2 | $5.48M | Buy |
306,445
+20,000
| +7% | +$357K | 1.79% | 21 |
|
|
2015
Q1 | $4.87M | Sell |
286,445
-3,355
| -1% | -$57K | 1.74% | 25 |
|
|
2014
Q4 | $5.09M | Buy |
289,800
+4,900
| +2% | +$86K | 1.75% | 25 |
|
|
2014
Q3 | $4.51M | Buy |
+284,900
| New | +$4.51M | 1.68% | 24 |
|