Man Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,184
| Closed | -$330K | – | 2097 |
|
|
2022
Q1 | $330K | Sell |
13,184
-6,087
| -32% | -$152K | ﹤0.01% | 1683 |
|
|
2021
Q4 | $471K | Buy |
+19,271
| New | +$471K | ﹤0.01% | 1534 |
|
|
2018
Q3 | – | Sell |
-6,227
| Closed | -$217K | – | 2124 |
|
|
2018
Q2 | $217K | Buy |
+6,227
| New | +$217K | ﹤0.01% | 1979 |
|