TD Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $823K | Hold |
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|
2021
Q2 | $781K | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $962K | Buy |
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|
2020
Q3 | $648K | Hold |
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|
2020
Q2 | $705K | Hold |
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|
2020
Q1 | $705K | Hold |
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|
2019
Q4 | $997K | Hold |
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|
2019
Q3 | $950K | Buy |
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|
2019
Q2 | $1M | Hold |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.51M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $788K | Buy |
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|
2017
Q3 | $732K | Buy |
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