Tarbox Family Office’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-101
| Closed | -$3K | – | 499 |
|
|
2022
Q1 | $3K | Hold |
101
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 881 |
|
|
2020
Q4 | – | Sell |
-108
| Closed | -$2K | – | 1162 |
|
|
2020
Q3 | $2K | Hold |
108
| – | – | ﹤0.01% | 777 |
|
|
2020
Q2 | $2K | Hold |
108
| – | – | ﹤0.01% | 767 |
|
|
2020
Q1 | $2K | Buy |
108
+87
| +414% | +$1.61K | ﹤0.01% | 647 |
|
|
2019
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 980 |
|