Rosenthal Henry Capital Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $760K | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1.02M | Hold |
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|
2019
Q2 | $1.12M | Hold |
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|
2019
Q1 | $1.15M | Hold |
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|
2018
Q4 | $1.13M | Hold |
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|
2018
Q3 | $1.34M | Hold |
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|
2018
Q2 | $1.32M | Hold |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.17M | Buy |
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