THB 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $3.54M | Buy |
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2020
Q3 | $1.9M | Sell |
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2020
Q2 | $2.27M | Sell |
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2020
Q1 | $2.83M | Sell |
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2019
Q4 | $6.07M | Sell |
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2019
Q3 | $8.6M | Sell |
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2019
Q2 | $9.64M | Sell |
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2019
Q1 | $11.5M | Sell |
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2018
Q4 | $12.2M | Sell |
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2018
Q3 | $15.4M | Buy |
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2018
Q2 | $14.7M | Sell |
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2018
Q1 | $13.6M | Sell |
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2017
Q4 | $14.4M | Buy |
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2017
Q3 | $13M | Sell |
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2017
Q2 | $13.9M | Sell |
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2017
Q1 | $13.6M | Buy |
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2016
Q4 | $12.6M | Buy |
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2016
Q3 | $7.83M | Sell |
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2016
Q2 | $11.2M | Hold |
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2016
Q1 | $11.2M | Sell |
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2015
Q4 | $12.3M | Buy |
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2015
Q3 | $7.27M | Buy |
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