Private Management Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.09M | Sell |
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|
2017
Q1 | $4.75M | Sell |
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|
2016
Q4 | $8.2M | Sell |
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|
2016
Q3 | $8.38M | Buy |
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|
2016
Q2 | $8.08M | Buy |
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|
2016
Q1 | $7.49M | Sell |
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|
2015
Q4 | $8.13M | Sell |
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|
2015
Q3 | $8.24M | Buy |
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|
2015
Q2 | $7.26M | Sell |
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|
2015
Q1 | $7M | Sell |
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|
2014
Q4 | $7.25M | Sell |
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|
2014
Q3 | $6.58M | Buy |
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|
2014
Q2 | $5.14M | Buy |
|