Russell Frank Company’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.3M | Sell |
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|
2015
Q4 | $3.6M | Sell |
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|
2015
Q3 | $3.82M | Sell |
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|
2015
Q2 | $4.12M | Buy |
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|
2015
Q1 | $2.93M | Buy |
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|
2014
Q4 | $1.65M | Buy |
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|
2014
Q3 | $139K | Buy |
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|
2014
Q2 | $126K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $807K | Buy |
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|
2013
Q3 | $364K | Buy |
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|
2013
Q2 | $280K | Buy |
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