FJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,000
| Closed | -$245K | – | 107 |
|
|
2018
Q1 | $245K | Buy |
+8,000
| New | +$245K | 0.03% | 97 |
|
|
2016
Q1 | – | Sell |
-12,000
| Closed | -$227K | – | 87 |
|
|
2015
Q4 | $227K | Hold |
12,000
| – | – | 0.04% | 99 |
|
|
2015
Q3 | $227K | Hold |
12,000
| – | – | 0.05% | 93 |
|
|
2015
Q2 | $215K | Hold |
12,000
| – | – | 0.05% | 88 |
|
|
2015
Q1 | $205K | Sell |
12,000
-53
| -0.4% | -$905 | 0.06% | 81 |
|
|
2014
Q4 | $212K | Hold |
12,053
| – | – | 0.06% | 84 |
|
|
2014
Q3 | $191K | Hold |
12,053
| – | – | 0.07% | 78 |
|
|
2014
Q2 | $194K | Hold |
12,053
| – | – | 0.07% | 73 |
|
|
2014
Q1 | $203K | Buy |
+12,053
| New | +$203K | 0.12% | 66 |
|