IndexIQ Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $400K | Buy |
15,951
+997
| +7% | +$25K | 0.01% | 681 |
|
|
2021
Q4 | $365K | Sell |
14,954
-967
| -6% | -$23.6K | 0.01% | 851 |
|
|
2021
Q3 | $406K | Buy |
15,921
+1,595
| +11% | +$40.7K | 0.01% | 810 |
|
|
2021
Q2 | $358K | Buy |
14,326
+293
| +2% | +$7.32K | 0.01% | 884 |
|
|
2021
Q1 | $396K | Buy |
+14,033
| New | +$396K | 0.01% | 823 |
|
|
2018
Q1 | – | Sell |
-57,099
| Closed | -$1.76M | – | 608 |
|
|
2017
Q4 | $1.76M | Buy |
57,099
+22,081
| +63% | +$680K | 0.06% | 181 |
|
|
2017
Q3 | $1.03M | Buy |
35,018
+15,888
| +83% | +$469K | 0.04% | 219 |
|
|
2017
Q2 | $507K | Buy |
+19,130
| New | +$507K | 0.02% | 277 |
|