Northwestern Mutual Wealth 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 |
-25
| Closed | -$485 | – | 3638 |
|
|
2024
Q1 | $485 | Hold |
25
| – | – | ﹤0.01% | 3296 |
|
|
2023
Q4 | $535 | Buy |
+25
| New | +$535 | ﹤0.01% | 3269 |
|
|
2018
Q1 | – | Sell |
-66
| Closed | -$2K | – | 2291 |
|
|
2017
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2100 |
|
|
2017
Q1 | – | Sell |
-19
| Closed | – | – | 2171 |
|
|
2016
Q4 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2365 |
|
|
2014
Q4 | – | Sell |
-1,335
| Closed | -$21K | – | 1758 |
|
|
2014
Q3 | $21K | Buy |
+1,335
| New | +$21K | ﹤0.01% | 807 |
|