Rothschild & Co Asset Management US’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.02M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.23M | Hold |
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|
2019
Q1 | $2.27M | Sell |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.67M | Sell |
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|
2018
Q2 | $3.65M | Sell |
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|
2018
Q1 | $3.33M | Sell |
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|
2017
Q4 | $3.71M | Sell |
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|
2017
Q3 | $3.78M | Buy |
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|
2017
Q2 | $3.36M | Buy |
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|
2017
Q1 | $3.13M | Buy |
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