Mesirow Financial Investment Management - Fixed Income’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-16,777
| Closed | -$295K | – | 261 |
|
|
2016
Q2 | $295K | Sell |
16,777
-9,330
| -36% | -$164K | 0.02% | 183 |
|
|
2016
Q1 | $459K | Hold |
26,107
| – | – | 0.21% | 130 |
|
|
2015
Q4 | $492K | Sell |
26,107
-13,161
| -34% | -$248K | 0.23% | 132 |
|
|
2015
Q3 | $739K | Sell |
39,268
-324
| -0.8% | -$6.1K | 0.21% | 125 |
|
|
2015
Q2 | $708K | Buy |
+39,592
| New | +$708K | 0.17% | 133 |
|