Pinnacle Associates’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,700
| Closed | -$268K | – | 695 |
|
|
2017
Q4 | $268K | Sell |
8,700
-1,700
| -16% | -$52.4K | 0.01% | 585 |
|
|
2017
Q3 | $307K | Sell |
10,400
-200
| -2% | -$5.9K | 0.01% | 569 |
|
|
2017
Q2 | $281K | Buy |
10,600
+300
| +3% | +$7.95K | 0.01% | 581 |
|
|
2017
Q1 | $255K | Sell |
10,300
-6,000
| -37% | -$149K | ﹤0.01% | 586 |
|
|
2016
Q4 | $420K | Sell |
16,300
-600
| -4% | -$15.5K | 0.01% | 503 |
|
|
2016
Q3 | $303K | Buy |
16,900
+600
| +4% | +$10.8K | 0.01% | 539 |
|
|
2016
Q2 | $287K | Buy |
+16,300
| New | +$287K | 0.01% | 547 |
|