ETrade 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-19,511
| Closed | -$526K | – | 815 |
|
|
2019
Q3 | $526K | Buy |
19,511
+2,752
| +16% | +$74.2K | 0.01% | 548 |
|
|
2019
Q2 | $495K | Buy |
16,759
+2,972
| +22% | +$87.8K | 0.01% | 566 |
|
|
2019
Q1 | $416K | Buy |
13,787
+3,725
| +37% | +$112K | 0.01% | 595 |
|
|
2018
Q4 | $299K | Buy |
10,062
+1,938
| +24% | +$57.6K | 0.01% | 624 |
|
|
2018
Q3 | $286K | Buy |
+8,124
| New | +$286K | 0.01% | 700 |
|