EverSource Wealth Advisors’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Buy |
1,958
+1,951
| +27,871% | +$46.5K | ﹤0.01% | 1658 |
|
|
2025
Q1 | $170 | Sell |
7
-34
| -83% | -$826 | ﹤0.01% | 3729 |
|
|
2024
Q4 | $1.01K | Buy |
+41
| New | +$1.01K | ﹤0.01% | 2964 |
|
|
2024
Q2 | – | Sell |
-29
| Closed | -$514 | – | 3097 |
|
|
2024
Q1 | $514 | Buy |
+29
| New | +$514 | ﹤0.01% | 2713 |
|
|
2023
Q2 | – | Sell |
-74
| Closed | -$1.58K | – | 2548 |
|
|
2023
Q1 | $1.58K | Hold |
74
| – | – | ﹤0.01% | 2006 |
|
|
2022
Q4 | $2.27K | Hold |
74
| – | – | ﹤0.01% | 1869 |
|
|
2022
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 1513 |
|
|
2022
Q1 | $2K | Hold |
74
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q4 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 1552 |
|