Susquehanna Fundamental Investments’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,140
| Closed | -$242K | – | 1319 |
|
|
2022
Q3 | $242K | Buy |
+9,140
| New | +$242K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $335K | Buy |
13,349
+4,021
| +43% | +$101K | 0.01% | 1218 |
|
|
2021
Q4 | $228K | Buy |
+9,328
| New | +$228K | 0.01% | 1197 |
|
|
2020
Q4 | – | Sell |
-21,800
| Closed | -$401K | – | 1541 |
|
|
2020
Q3 | $401K | Sell |
21,800
-6,100
| -22% | -$112K | 0.01% | 961 |
|
|
2020
Q2 | $558K | Buy |
+27,900
| New | +$558K | 0.03% | 589 |
|