IndexIQ Advisors’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$400K Buy
2021
Q4
$365K Sell
2021
Q3
$406K Buy
2021
Q2
$358K Buy
2021
Q1
$396K Buy
2018
Q1
Sell
2017
Q4
$1.76M Buy
2017
Q3
$1.03M Buy
2017
Q2
$507K Buy