LPL Financial’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 | – | Sell |
-24,189
| Closed | -$591K | – | 4264 |
|
|
2021
Q4 | $591K | Buy |
24,189
+1,289
| +6% | +$31.5K | ﹤0.01% | 3120 |
|
|
2021
Q3 | $584K | Hold |
22,900
| – | – | ﹤0.01% | 3060 |
|
|
2021
Q2 | $573K | Buy |
22,900
+70
| +0.3% | +$1.75K | ﹤0.01% | 3029 |
|
|
2021
Q1 | $645K | Hold |
22,830
| – | – | ﹤0.01% | 2797 |
|
|
2020
Q4 | $534K | Buy |
22,830
+178
| +0.8% | +$4.16K | ﹤0.01% | 2682 |
|
|
2020
Q3 | $417K | Buy |
+22,652
| New | +$417K | ﹤0.01% | 2610 |
|