Grantham, Mayo, Van Otterloo & Co (GMO)’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,400
| Closed | -$265K | – | 620 |
|
|
2023
Q2 | $265K | Hold |
16,400
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $351K | Sell |
16,400
-1,700
| -9% | -$36.4K | ﹤0.01% | 601 |
|
|
2022
Q4 | $555K | Buy |
+18,100
| New | +$555K | ﹤0.01% | 566 |
|
|
2021
Q2 | – | Sell |
-17,000
| Closed | -$480K | – | 780 |
|
|
2021
Q1 | $480K | Sell |
17,000
-17,800
| -51% | -$503K | ﹤0.01% | 705 |
|
|
2020
Q4 | $814K | Sell |
34,800
-9,900
| -22% | -$232K | 0.01% | 599 |
|
|
2020
Q3 | $822K | Buy |
+44,700
| New | +$822K | 0.01% | 553 |
|