Envestnet Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,397
| Closed | -$84K | – | 1831 |
|
|
2018
Q2 | $84K | Sell |
2,397
-36
| -1% | -$1.26K | ﹤0.01% | 2029 |
|
|
2018
Q1 | $74K | Sell |
2,433
-15
| -0.6% | -$456 | ﹤0.01% | 2009 |
|
|
2017
Q4 | $75K | Buy |
2,448
+21
| +0.9% | +$643 | ﹤0.01% | 2195 |
|
|
2017
Q3 | $71K | Sell |
2,427
-23
| -0.9% | -$673 | ﹤0.01% | 2190 |
|
|
2017
Q2 | $65K | Sell |
2,450
-1,706
| -41% | -$45.3K | ﹤0.01% | 2275 |
|
|
2017
Q1 | $103K | Sell |
4,156
-137
| -3% | -$3.4K | ﹤0.01% | 2174 |
|
|
2016
Q4 | $111K | Buy |
4,293
+2,419
| +129% | +$62.5K | ﹤0.01% | 2144 |
|
|
2016
Q3 | $34K | Sell |
1,874
-18
| -1% | -$327 | ﹤0.01% | 2712 |
|
|
2016
Q2 | $33K | Buy |
1,892
+712
| +60% | +$12.4K | ﹤0.01% | 2862 |
|
|
2016
Q1 | $21K | Buy |
+1,180
| New | +$21K | ﹤0.01% | 2954 |
|