Vantage Investment Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $75K | Hold |
2,125
| – | – | 0.02% | 230 |
|
|
2018
Q2 | $74K | Hold |
2,125
| – | – | 0.02% | 232 |
|
|
2018
Q1 | $65K | Hold |
2,125
| – | – | 0.02% | 249 |
|
|
2017
Q4 | $65K | Hold |
2,125
| – | – | 0.02% | 251 |
|
|
2017
Q3 | $63K | Hold |
2,125
| – | – | 0.02% | 239 |
|
|
2017
Q2 | $56K | Hold |
2,125
| – | – | 0.02% | 240 |
|
|
2017
Q1 | $53K | Hold |
2,125
| – | – | 0.02% | 238 |
|
|
2016
Q4 | $55K | Hold |
2,125
| – | – | 0.02% | 236 |
|
|
2016
Q3 | $38K | Hold |
2,125
| – | – | 0.02% | 280 |
|
|
2016
Q2 | $37K | Hold |
2,125
| – | – | 0.02% | 303 |
|
|
2016
Q1 | $37K | Hold |
2,125
| – | – | 0.02% | 288 |
|
|
2015
Q4 | $40K | Hold |
2,125
| – | – | 0.02% | 273 |
|
|
2015
Q3 | $40K | Hold |
2,125
| – | – | 0.02% | 248 |
|
|
2015
Q2 | $38K | Sell |
2,125
-2,125
| -50% | -$38K | 0.02% | 271 |
|
|
2015
Q1 | $72K | Buy |
4,250
+2,125
| +100% | +$36K | 0.02% | 283 |
|
|
2014
Q4 | $37K | Hold |
2,125
| – | – | 0.02% | 277 |
|
|
2014
Q3 | $34K | Hold |
2,125
| – | – | 0.02% | 270 |
|
|
2014
Q2 | $34K | Buy |
2,125
+1,875
| +750% | +$30K | 0.02% | 284 |
|
|
2014
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 552 |
|
|
2013
Q4 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 527 |
|