Loomis, Sayles & Company’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 878 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 938 |
|
|
2017
Q2 | $0 | Sell |
8
-257
| -97% | – | ﹤0.01% | 965 |
|
|
2017
Q1 | $7K | Buy |
265
+150
| +130% | +$3.96K | ﹤0.01% | 835 |
|
|
2016
Q4 | $3K | Sell |
115
-135
| -54% | -$3.52K | ﹤0.01% | 949 |
|
|
2016
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 914 |
|
|
2016
Q2 | $4K | Sell |
250
-155
| -38% | -$2.48K | ﹤0.01% | 883 |
|
|
2016
Q1 | $7K | Buy |
405
+75
| +23% | +$1.3K | ﹤0.01% | 892 |
|
|
2015
Q4 | $6K | Buy |
+330
| New | +$6K | ﹤0.01% | 914 |
|