North Star 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-45
| Closed | -$1K | – | 1104 |
|
|
2017
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 1045 |
|
|
2017
Q1 | $1K | Sell |
45
-40
| -47% | -$889 | ﹤0.01% | 1012 |
|
|
2016
Q4 | $2K | Sell |
85
-40
| -32% | -$941 | ﹤0.01% | 894 |
|
|
2016
Q3 | $2K | Hold |
125
| – | – | ﹤0.01% | 754 |
|
|
2016
Q2 | $2K | Hold |
125
| – | – | ﹤0.01% | 750 |
|
|
2016
Q1 | $2K | Hold |
125
| – | – | ﹤0.01% | 713 |
|
|
2015
Q4 | $2K | Hold |
125
| – | – | ﹤0.01% | 710 |
|
|
2015
Q3 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 792 |
|