New Potomac Partners’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-778
| Closed | -$14K | – | 86 |
|
|
2020
Q3 | $14K | Hold |
778
| – | – | 0.01% | 113 |
|
|
2020
Q2 | $16K | Hold |
778
| – | – | 0.01% | 113 |
|
|
2020
Q1 | $16K | Hold |
778
| – | – | 0.02% | 110 |
|
|
2019
Q4 | $22K | Hold |
778
| – | – | 0.02% | 110 |
|
|
2019
Q3 | $21K | Hold |
778
| – | – | 0.02% | 115 |
|
|
2019
Q2 | $23K | Hold |
778
| – | – | 0.02% | 111 |
|
|
2019
Q1 | $23K | Hold |
778
| – | – | 0.02% | 111 |
|
|
2018
Q4 | $23K | Hold |
778
| – | – | 0.02% | 120 |
|
|
2018
Q3 | $27K | Buy |
+778
| New | +$27K | 0.03% | 118 |
|