Ramsey Quantitative Systems’s Heritage Financial HFWA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-331
Closed -$12K 353
2018
Q2
$12K Sell
331
-716
-68% -$26K 0.01% 322
2018
Q1
$32K Sell
1,047
-748
-42% -$22.9K 0.03% 321
2017
Q4
$55K Buy
+1,795
New +$55K 0.06% 292