Guggenheim Capital’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,436
| Closed | -$1.18M | – | 1954 |
|
|
2022
Q4 | $1.18M | Buy |
+38,436
| New | +$1.18M | 0.01% | 1077 |
|
|
2022
Q3 | – | Sell |
-8,149
| Closed | -$205K | – | 1965 |
|
|
2022
Q2 | $205K | Buy |
+8,149
| New | +$205K | ﹤0.01% | 1936 |
|
|
2014
Q3 | – | Sell |
-15,958
| Closed | -$257K | – | 2992 |
|
|
2014
Q2 | $257K | Buy |
+15,958
| New | +$257K | ﹤0.01% | 2785 |
|