Sutton Wealth Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,667
| Closed | -$51.1K | – | 1130 |
|
|
2022
Q4 | $51.1K | Hold |
1,667
| – | – | 0.02% | 388 |
|
|
2022
Q3 | $44.1K | Hold |
1,667
| – | – | 0.02% | 404 |
|
|
2022
Q2 | $41.9K | Hold |
1,667
| – | – | 0.02% | 428 |
|
|
2022
Q1 | $41.8K | Hold |
1,667
| – | – | 0.01% | 464 |
|
|
2021
Q4 | $40.7K | Buy |
1,667
+8
| +0.5% | +$196 | 0.01% | 485 |
|
|
2021
Q3 | $42.3K | Hold |
1,659
| – | – | 0.02% | 448 |
|
|
2021
Q2 | $41.5K | Hold |
1,659
| – | – | 0.02% | 459 |
|
|
2021
Q1 | $46.9K | Hold |
1,659
| – | – | 0.02% | 409 |
|
|
2020
Q4 | $38.8K | Hold |
1,659
| – | – | 0.02% | 427 |
|
|
2020
Q3 | $30.5K | Hold |
1,659
| – | – | 0.01% | 429 |
|
|
2020
Q2 | $33.2K | Sell |
1,659
-66
| -4% | -$1.32K | 0.02% | 402 |
|
|
2020
Q1 | $34.5K | Buy |
+1,725
| New | +$34.5K | 0.02% | 344 |
|
|
2019
Q3 | – | Sell |
-178
| Closed | -$5.26K | – | 1194 |
|
|
2019
Q2 | $5.26K | Hold |
178
| – | – | ﹤0.01% | 922 |
|
|
2019
Q1 | $5.37K | Buy |
+178
| New | +$5.37K | ﹤0.01% | 922 |
|