TFS Capital’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,465
| Closed | -$210K | – | 683 |
|
|
2017
Q1 | $210K | Buy |
+8,465
| New | +$210K | 0.07% | 471 |
|
|
2015
Q2 | – | Sell |
-41,489
| Closed | -$705K | – | 982 |
|
|
2015
Q1 | $705K | Buy |
41,489
+14,793
| +55% | +$251K | 0.07% | 440 |
|
|
2014
Q4 | $469K | Buy |
+26,696
| New | +$469K | 0.04% | 595 |
|