SEI Trust Company’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $90K | Buy |
5,664
+1,327
| +31% | +$21.1K | ﹤0.01% | 1502 |
|
|
2014
Q2 | $70K | Buy |
4,337
+437
| +11% | +$7.05K | ﹤0.01% | 1512 |
|
|
2014
Q1 | $66K | Sell |
3,900
-2,100
| -35% | -$35.5K | ﹤0.01% | 1506 |
|
|
2013
Q4 | $103K | Sell |
6,000
-3,946
| -40% | -$67.7K | ﹤0.01% | 1511 |
|
|
2013
Q3 | $154K | Buy |
9,946
+551
| +6% | +$8.53K | ﹤0.01% | 1327 |
|
|
2013
Q2 | $138K | Buy |
+9,395
| New | +$138K | ﹤0.01% | 1270 |
|