LS Investment Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-993
| Closed | -$20K | – | 1071 |
|
|
2020
Q2 | $20K | Hold |
993
| – | – | ﹤0.01% | 1396 |
|
|
2020
Q1 | $20K | Hold |
993
| – | – | ﹤0.01% | 1361 |
|
|
2019
Q4 | $28K | Hold |
993
| – | – | ﹤0.01% | 1464 |
|
|
2019
Q3 | $27K | Hold |
993
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q2 | $29K | Hold |
993
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q1 | $30K | Hold |
993
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q4 | $30K | Buy |
993
+128
| +15% | +$3.87K | ﹤0.01% | 1399 |
|
|
2018
Q3 | $30K | Hold |
865
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q2 | $30K | Buy |
+865
| New | +$30K | ﹤0.01% | 1470 |
|