Independent Portfolio Consultants’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $141K | Sell |
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|
2017
Q1 | $182K | Sell |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $453K | Buy |
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|
2015
Q4 | $352K | Sell |
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|
2015
Q3 | $594K | Buy |
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|
2015
Q2 | $550K | Buy |
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|
2015
Q1 | $513K | Sell |
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|
2014
Q4 | $854K | Buy |
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|
2014
Q3 | $102K | Buy |
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|
2014
Q2 | $47K | Buy |
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