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Mirabella Financial Services’s Heritage Financial HFWA Stock Holding History

Mirabella Financial Services’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,060
Closed -$253K – 438
2022
Q2 		$253K Buy
+10,060
New +$251K 0.02% 359

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Mirabella Financial Services's HFWA Position: Q3 2022 in Review

Mirabella Financial Services sold out of Heritage Financial (HFWA) in Q3 2022, closing a stake of 10,060 shares — an estimated $253K sold.

Mirabella Financial Services first reported a position in HFWA in Q2 2022 and held it in 1 quarter. The position peaked at $253K in Q2 2022. 149 funds tracked by Wall St. Rank hold HFWA as of Q3 2022.

  • Mirabella Financial Services reported no remaining Heritage Financial position as of Q3 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 10,060 Heritage Financial shares in Q3 2022, an estimated $253K.
  • Mirabella Financial Services first reported a position in Heritage Financial in Q2 2022 and held it in 1 quarter.
  • Mirabella Financial Services's Heritage Financial position peaked at $253K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held Heritage Financial as of Q3 2022.

Based on Mirabella Financial Services's 13F filing for Q3 2022, filed 26 Oct 2022.