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Wakefield Asset Management’s Heritage Financial HFWA Stock Holding History

Wakefield Asset Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,975
Closed -$735K – 181
2022
Q4 		$735K Sell
23,975
-4,754
-17% -$146K 0.31% 107
2022
Q3 		$760K Sell
28,729
-47
-0.2% -$1.24K 0.35% 76
2022
Q2 		$724K Buy
+28,776
New +$724K 0.31% 88