Piedmont Investment Advisors’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-8,482
Closed -$256K 1073
2019
Q1
$256K Buy
8,482
+526
+7% +$15.9K 0.01% 911
2018
Q4
$236K Buy
7,956
+260
+3% +$7.71K 0.01% 852
2018
Q3
$271K Buy
7,696
+951
+14% +$33.5K 0.01% 829
2018
Q2
$235K Buy
+6,745
New +$235K 0.01% 754