Systematic Financial Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-54,390
| Closed | -$1.61M | – | 652 |
|
|
2017
Q3 | $1.61M | Sell |
54,390
-6,060
| -10% | -$179K | 0.03% | 369 |
|
|
2017
Q2 | $1.6M | Buy |
60,450
+4,855
| +9% | +$129K | 0.03% | 499 |
|
|
2017
Q1 | $1.38M | Buy |
55,595
+50
| +0.1% | +$1.24K | 0.02% | 552 |
|
|
2016
Q4 | $1.43M | Buy |
+55,545
| New | +$1.43M | 0.02% | 556 |
|
|
2016
Q3 | – | Sell |
-66,785
| Closed | -$1.17M | – | 614 |
|
|
2016
Q2 | $1.17M | Sell |
66,785
-1,820
| -3% | -$32K | 0.02% | 533 |
|
|
2016
Q1 | $1.21M | Buy |
+68,605
| New | +$1.21M | 0.02% | 513 |
|