Teachers Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.23M | Buy |
74,043
+143
| +0.2% | +$4.31K | ﹤0.01% | 1923 |
|
|
2018
Q4 | $2.2M | Buy |
73,900
+2,540
| +4% | +$75.5K | ﹤0.01% | 1793 |
|
|
2018
Q3 | $2.51M | Buy |
71,360
+6,885
| +11% | +$242K | ﹤0.01% | 1848 |
|
|
2018
Q2 | $2.25M | Sell |
64,475
-10,579
| -14% | -$369K | ﹤0.01% | 1887 |
|
|
2018
Q1 | $2.3M | Buy |
75,054
+2,599
| +4% | +$79.5K | ﹤0.01% | 1742 |
|
|
2017
Q4 | $2.23M | Sell |
72,455
-11,401
| -14% | -$351K | ﹤0.01% | 1768 |
|
|
2017
Q3 | $2.47M | Sell |
83,856
-22,885
| -21% | -$675K | ﹤0.01% | 1713 |
|
|
2017
Q2 | $2.83M | Buy |
106,741
+3,699
| +4% | +$98K | ﹤0.01% | 1622 |
|
|
2017
Q1 | $2.55M | Buy |
103,042
+5,277
| +5% | +$131K | ﹤0.01% | 1646 |
|
|
2016
Q4 | $2.52M | Buy |
97,765
+21,624
| +28% | +$557K | ﹤0.01% | 1632 |
|
|
2016
Q3 | $1.37M | Buy |
76,141
+6,850
| +10% | +$123K | ﹤0.01% | 1910 |
|
|
2016
Q2 | $1.22M | Buy |
69,291
+5,379
| +8% | +$94.6K | ﹤0.01% | 1935 |
|
|
2016
Q1 | $1.12M | Buy |
63,912
+4,126
| +7% | +$72.5K | ﹤0.01% | 1910 |
|
|
2015
Q4 | $1.13M | Buy |
59,786
+12,528
| +27% | +$236K | ﹤0.01% | 1955 |
|
|
2015
Q3 | $889K | Buy |
47,258
+128
| +0.3% | +$2.41K | ﹤0.01% | 2063 |
|
|
2015
Q2 | $842K | Buy |
47,130
+5,078
| +12% | +$90.7K | ﹤0.01% | 2223 |
|
|
2015
Q1 | $715K | Hold |
42,052
| – | – | ﹤0.01% | 2234 |
|
|
2014
Q4 | $738K | Hold |
42,052
| – | – | ﹤0.01% | 2205 |
|
|
2014
Q3 | $666K | Hold |
42,052
| – | – | ﹤0.01% | 2235 |
|
|
2014
Q2 | $677K | Buy |
42,052
+20,987
| +100% | +$338K | ﹤0.01% | 2271 |
|
|
2014
Q1 | $356K | Buy |
21,065
+2,330
| +12% | +$39.4K | ﹤0.01% | 2580 |
|
|
2013
Q4 | $321K | Hold |
18,735
| – | – | ﹤0.01% | 2625 |
|
|
2013
Q3 | $291K | Sell |
18,735
-1
| -0% | -$16 | ﹤0.01% | 2629 |
|
|
2013
Q2 | $274K | Buy |
+18,736
| New | +$274K | ﹤0.01% | 2585 |
|