Quantitative Systematic Strategies’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,604
| Closed | -$413K | – | 377 |
|
|
2019
Q4 | $413K | Buy |
14,604
+6,860
| +89% | +$194K | 0.06% | 372 |
|
|
2019
Q3 | $209K | Buy |
+7,744
| New | +$209K | 0.05% | 401 |
|
|
2018
Q2 | – | Sell |
-15,263
| Closed | -$467K | – | 675 |
|
|
2018
Q1 | $467K | Buy |
+15,263
| New | +$467K | 0.1% | 335 |
|