Simplex Trading’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
+1,815
| New | +$43K | ﹤0.01% | 1457 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3122 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2988 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3090 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | – | – | 3107 |
|
|
2023
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 2999 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3200 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3367 |
|
|
2022
Q2 | – | Sell |
-1,874
| Closed | -$46K | – | 3290 |
|
|
2022
Q1 | $46K | Buy |
1,874
+349
| +23% | +$8.57K | ﹤0.01% | 1758 |
|
|
2021
Q4 | $37K | Buy |
+1,525
| New | +$37K | ﹤0.01% | 1954 |
|
|
2021
Q2 | – | Sell |
-3,269
| Closed | -$92K | – | 3271 |
|
|
2021
Q1 | $92K | Buy |
+3,269
| New | +$92K | ﹤0.01% | 1464 |
|