Meeder Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-237
| Closed | -$5.81K | – | 966 |
|
|
2024
Q4 | $5.81K | Sell |
237
-1,476
| -86% | -$36.2K | ﹤0.01% | 811 |
|
|
2024
Q3 | $37.3K | Hold |
1,713
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $30.9K | Buy |
+1,713
| New | +$30.9K | ﹤0.01% | 431 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 1302 |
|
|
2022
Q3 | $0 | Sell |
11
-3
| -21% | – | ﹤0.01% | 2232 |
|
|
2022
Q2 | $0 | Buy |
14
+3
| +27% | – | ﹤0.01% | 2282 |
|
|
2022
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2399 |
|
|
2021
Q4 | – | Sell |
-96
| Closed | -$2K | – | 1675 |
|
|
2021
Q3 | $2K | Buy |
96
+89
| +1,271% | +$1.85K | ﹤0.01% | 2184 |
|
|
2021
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2572 |
|
|
2018
Q2 | – | Sell |
-1,018
| Closed | -$31K | – | 1608 |
|
|
2018
Q1 | $31K | Sell |
1,018
-1,821
| -64% | -$55.5K | ﹤0.01% | 775 |
|
|
2017
Q4 | $88K | Buy |
2,839
+290
| +11% | +$8.99K | 0.01% | 582 |
|
|
2017
Q3 | $75K | Buy |
2,549
+757
| +42% | +$22.3K | 0.01% | 621 |
|
|
2017
Q2 | $47K | Buy |
1,792
+1,655
| +1,208% | +$43.4K | ﹤0.01% | 689 |
|
|
2017
Q1 | $3K | Buy |
+137
| New | +$3K | ﹤0.01% | 1260 |
|