Handelsbanken Fonder’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 |
-9,023
| Closed | -$276K | – | 1570 |
|
|
2022
Q4 | $276K | Hold |
9,023
| – | – | ﹤0.01% | 1290 |
|
|
2022
Q3 | $239K | Hold |
9,023
| – | – | ﹤0.01% | 1364 |
|
|
2022
Q2 | $227K | Hold |
9,023
| – | – | ﹤0.01% | 1454 |
|
|
2022
Q1 | $226K | Hold |
9,023
| – | – | ﹤0.01% | 1607 |
|
|
2021
Q4 | $221K | Hold |
9,023
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q3 | $230K | Hold |
9,023
| – | – | ﹤0.01% | 1637 |
|
|
2021
Q2 | $226K | Buy |
+9,023
| New | +$226K | ﹤0.01% | 1682 |
|
|
2020
Q3 | – | Sell |
-10,023
| Closed | -$200K | – | 1459 |
|
|
2020
Q2 | $200K | Buy |
+10,023
| New | +$200K | ﹤0.01% | 1376 |
|