First Interstate Bank’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,390
| Closed | -$43K | – | 696 |
|
|
2017
Q4 | $43K | Sell |
1,390
-1,460
| -51% | -$45.2K | 0.01% | 376 |
|
|
2017
Q3 | $84K | Sell |
2,850
-1,430
| -33% | -$42.1K | 0.02% | 296 |
|
|
2017
Q2 | $113K | Hold |
4,280
| – | – | 0.02% | 253 |
|
|
2017
Q1 | $106K | Sell |
4,280
-5,530
| -56% | -$137K | 0.02% | 267 |
|
|
2016
Q4 | $253K | Hold |
9,810
| – | – | 0.05% | 152 |
|
|
2016
Q3 | $176K | Hold |
9,810
| – | – | 0.04% | 202 |
|
|
2016
Q2 | $172K | Hold |
9,810
| – | – | 0.04% | 195 |
|
|
2016
Q1 | $172K | Hold |
9,810
| – | – | 0.04% | 199 |
|
|
2015
Q4 | $185K | Buy |
9,810
+8,650
| +746% | +$163K | 0.04% | 197 |
|
|
2015
Q3 | $22K | Buy |
+1,160
| New | +$22K | ﹤0.01% | 477 |
|