Mirae Asset Global Investments’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 |
-24,968
| Closed | -$607K | – | 1629 |
|
|
2024
Q4 | $607K | Buy |
24,968
+3,814
| +18% | +$92.7K | ﹤0.01% | 920 |
|
|
2024
Q3 | $452K | Buy |
21,154
+2,154
| +11% | +$46K | ﹤0.01% | 978 |
|
|
2024
Q2 | $332K | Sell |
19,000
-8,308
| -30% | -$145K | ﹤0.01% | 978 |
|
|
2024
Q1 | $569K | Buy |
27,308
+7,664
| +39% | +$160K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $420K | Buy |
19,644
+947
| +5% | +$20.3K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $305K | Buy |
18,697
+1,092
| +6% | +$17.8K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $285K | Buy |
17,605
+2,696
| +18% | +$43.6K | ﹤0.01% | 2201 |
|
|
2023
Q1 | $319K | Hold |
14,909
| – | – | ﹤0.01% | 2143 |
|
|
2022
Q4 | $457K | Hold |
14,909
| – | – | ﹤0.01% | 1943 |
|
|
2022
Q3 | $395K | Buy |
14,909
+4,420
| +42% | +$117K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $264K | Buy |
+10,489
| New | +$264K | ﹤0.01% | 2047 |
|