Parametric Portfolio Associates’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $2.65M | Buy |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.6M | Sell |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2.56M | Buy |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $2.26M | Sell |
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|
2019
Q1 | $2.46M | Sell |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $2.56M | Sell |
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|
2018
Q2 | $3.28M | Sell |
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|
2018
Q1 | $3.97M | Buy |
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|
2017
Q4 | $3.55M | Buy |
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|
2017
Q3 | $1.76M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $1.01M | Buy |
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|
2016
Q3 | $251K | Sell |
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|
2016
Q2 | $250K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $542K | Buy |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $627K | Sell |
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|
2014
Q3 | $586K | Buy |
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|
2014
Q2 | $594K | Buy |
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|
2014
Q1 | $610K | Buy |
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|
2013
Q4 | $356K | Sell |
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|
2013
Q3 | $323K | Buy |
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