United Services Automobile Association’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
Sell
-9,481
Closed -$282K 2273
2018
Q4
$282K Buy
9,481
+1,181
+14% +$35.1K ﹤0.01% 1851
2018
Q3
$292K Sell
8,300
-242
-3% -$8.51K ﹤0.01% 1947
2018
Q2
$298K Sell
8,542
-108
-1% -$3.77K ﹤0.01% 1931
2018
Q1
$265K Buy
+8,650
New +$265K ﹤0.01% 1950