Sonata Capital Group’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,363
| Closed | -$493K | – | 108 |
|
|
2019
Q1 | $493K | Hold |
16,363
| – | – | 0.37% | 59 |
|
|
2018
Q4 | $486K | Hold |
16,363
| – | – | 0.4% | 58 |
|
|
2018
Q3 | $575K | Hold |
16,363
| – | – | 0.39% | 58 |
|
|
2018
Q2 | $570K | Hold |
16,363
| – | – | 0.41% | 53 |
|
|
2018
Q1 | $501K | Buy |
+16,363
| New | +$501K | 0.37% | 62 |
|