Private Ocean’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-356
Closed -$11K 411
2018
Q4
$11K Hold
356
﹤0.01% 256
2018
Q3
$13K Hold
356
0.01% 237
2018
Q2
$12K Hold
356
0.01% 264
2018
Q1
$10K Buy
+356
New +$10K ﹤0.01% 300