Quarry LP’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-190
| Closed | -$4.14K | – | 1763 |
|
|
2024
Q3 | $4.14K | Sell |
190
-238
| -56% | -$5.18K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $7.72K | Buy |
+428
| New | +$7.72K | ﹤0.01% | 1376 |
|
|
2023
Q3 | – | Sell |
-608
| Closed | -$9.83K | – | 1175 |
|
|
2023
Q2 | $9.83K | Sell |
608
-1,195
| -66% | -$19.3K | ﹤0.01% | 795 |
|
|
2023
Q1 | $38.6K | Buy |
1,803
+1,609
| +829% | +$34.4K | 0.01% | 301 |
|
|
2022
Q4 | $5.94K | Buy |
+194
| New | +$5.94K | ﹤0.01% | 716 |
|