Prelude 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
Q2 | – | Sell |
-2,000
| Closed | -$50K | – | 1584 |
|
|
2017
Q1 | $50K | Buy |
2,000
+1,500
| +300% | +$37.5K | ﹤0.01% | 922 |
|
|
2016
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1303 |
|
|
2016
Q3 | – | Sell |
-400
| Closed | -$7K | – | 1604 |
|
|
2016
Q2 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 1369 |
|
|
2014
Q1 | – | Sell |
-2,150
| Closed | -$37K | – | 1773 |
|
|
2013
Q4 | $37K | Buy |
+2,150
| New | +$37K | 0.01% | 1055 |
|