Mutual of America Capital Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $185K | Buy |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $122K | Sell |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $135K | Buy |
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|
2020
Q4 | $105K | Buy |
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|
2020
Q3 | $80K | Buy |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $2.99M | Sell |
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|
2019
Q3 | $4.32M | Sell |
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|
2019
Q2 | $5.92M | Buy |
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|
2019
Q1 | $6.03M | Buy |
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|
2018
Q4 | $5.26M | Buy |
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|
2018
Q3 | $6.22M | Buy |
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|
2018
Q2 | $6.15M | Buy |
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|
2018
Q1 | $4.5M | Hold |
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|
2017
Q4 | $4.52M | Buy |
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|
2017
Q3 | $4.21M | Buy |
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|
2017
Q2 | $3.69M | Sell |
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|
2017
Q1 | $3.48M | Sell |
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|
2016
Q4 | $3.7M | Sell |
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|
2016
Q3 | $2.6M | Hold |
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|
2016
Q2 | $2.54M | Hold |
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|
2016
Q1 | $2.54M | Sell |
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|
2015
Q4 | $2.74M | Sell |
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|
2015
Q3 | $3.1M | Sell |
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|
2015
Q2 | $4.04M | Buy |
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|
2015
Q1 | $2.44M | Buy |
|