UBS’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $40K | Buy |
+2,518
| New | +$40K | ﹤0.01% | 4812 |
|
|
2014
Q2 | – | Sell |
-1,733
| Closed | -$29K | – | 6538 |
|
|
2014
Q1 | $29K | Buy |
+1,733
| New | +$29K | ﹤0.01% | 4974 |
|
|
2013
Q4 | – | Sell |
-713
| Closed | -$11K | – | 6485 |
|
|
2013
Q3 | $11K | Sell |
713
-929
| -57% | -$14.3K | ﹤0.01% | 5424 |
|
|
2013
Q2 | $24K | Buy |
+1,642
| New | +$24K | ﹤0.01% | 4762 |
|