Kavar Capital Partners Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$28K | – | 208 |
|
|
2015
Q4 | $28K | Hold |
1,500
| – | – | 0.02% | 201 |
|
|
2015
Q3 | $28K | Hold |
1,500
| – | – | 0.02% | 202 |
|
|
2015
Q2 | $26K | Buy |
+1,500
| New | +$26K | 0.02% | 224 |
|
|
2014
Q2 | – | Sell |
-1,500
| Closed | -$25K | – | 259 |
|
|
2014
Q1 | $25K | Hold |
1,500
| – | – | 0.02% | 242 |
|
|
2013
Q4 | $25K | Buy |
+1,500
| New | +$25K | 0.02% | 229 |
|