Rehmann Capital Advisory Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $46.6K | Hold |
1,727
| – | – | 0.01% | 637 |
|
|
2019
Q2 | $51K | Hold |
1,727
| – | – | 0.01% | 829 |
|
|
2019
Q1 | $52.1K | Sell |
1,727
-73
| -4% | -$2.2K | 0.01% | 795 |
|
|
2018
Q4 | $53.5K | Sell |
1,800
-20
| -1% | -$594 | 0.01% | 570 |
|
|
2018
Q3 | $64K | Sell |
1,820
-4
| -0.2% | -$141 | 0.01% | 715 |
|
|
2018
Q2 | $63.6K | Sell |
1,824
-41
| -2% | -$1.43K | 0.01% | 701 |
|
|
2018
Q1 | $57K | Buy |
+1,865
| New | +$57K | 0.01% | 708 |
|