Waddell & Reed Financial’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-518,881
| Closed | -$15.3M | – | 482 |
|
|
2019
Q2 | $15.3M | Sell |
518,881
-96,382
| -16% | -$2.85M | 0.04% | 378 |
|
|
2019
Q1 | $18.5M | Sell |
615,263
-689
| -0.1% | -$20.8K | 0.05% | 364 |
|
|
2018
Q4 | $18.3M | Sell |
615,952
-60
| -0% | -$1.78K | 0.05% | 331 |
|
|
2018
Q3 | $21.7M | Sell |
616,012
-7,266
| -1% | -$255K | 0.05% | 331 |
|
|
2018
Q2 | $21.7M | Buy |
623,278
+24,420
| +4% | +$851K | 0.05% | 326 |
|
|
2018
Q1 | $18.3M | Buy |
598,858
+458,328
| +326% | +$14M | 0.04% | 339 |
|
|
2017
Q4 | $4.33M | Buy |
+140,530
| New | +$4.33M | 0.01% | 479 |
|