New York Life Investment Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,517
| Closed | -$378K | – | 1061 |
|
|
2024
Q1 | $378K | Buy |
+19,517
| New | +$378K | ﹤0.01% | 858 |
|
|
2023
Q1 | – | Sell |
-22,638
| Closed | -$694K | – | 1278 |
|
|
2022
Q4 | $694K | Buy |
22,638
+2,430
| +12% | +$74.5K | 0.01% | 688 |
|
|
2022
Q3 | $535K | Buy |
20,208
+1,599
| +9% | +$42.3K | 0.01% | 702 |
|
|
2022
Q2 | $468K | Buy |
+18,609
| New | +$468K | 0.01% | 762 |
|