Harvest Capital Strategies’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-31,726
| Closed | -$597K | – | 116 |
|
|
2015
Q3 | $597K | Sell |
31,726
-67,188
| -68% | -$1.26M | 0.11% | 109 |
|
|
2015
Q2 | $1.77M | Sell |
98,914
-2,556
| -3% | -$45.7K | 0.23% | 75 |
|
|
2015
Q1 | $1.73M | Buy |
101,470
+86,566
| +581% | +$1.47M | 0.15% | 83 |
|
|
2014
Q4 | $261K | Sell |
14,904
-54,239
| -78% | -$950K | 0.03% | 124 |
|
|
2014
Q3 | $1.1M | Buy |
+69,143
| New | +$1.1M | 0.09% | 100 |
|