Palouse Capital 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
Q1 | – | Sell |
-12,811
| Closed | -$330K | – | 102 |
|
|
2016
Q4 | $330K | Sell |
12,811
-203
| -2% | -$5.23K | 0.14% | 67 |
|
|
2016
Q3 | $234K | Sell |
13,014
-109
| -0.8% | -$1.96K | 0.1% | 79 |
|
|
2016
Q2 | $231K | Sell |
13,123
-446
| -3% | -$7.85K | 0.09% | 80 |
|
|
2016
Q1 | $238K | Sell |
13,569
-985
| -7% | -$17.3K | 0.1% | 82 |
|
|
2015
Q4 | $274K | Sell |
14,554
-825
| -5% | -$15.5K | 0.11% | 81 |
|
|
2015
Q3 | $289K | Sell |
15,379
-1,024
| -6% | -$19.2K | 0.11% | 81 |
|
|
2015
Q2 | $293K | Sell |
16,403
-937
| -5% | -$16.7K | 0.1% | 93 |
|
|
2015
Q1 | $295K | Buy |
+17,340
| New | +$295K | 0.1% | 98 |
|