Washington Trust Bank’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,615
| Closed | -$216K | – | 192 |
|
|
2019
Q4 | $216K | Hold |
7,615
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $205K | Hold |
7,615
| – | – | 0.03% | 182 |
|
|
2019
Q2 | $225K | Sell |
7,615
-3
| -0% | -$89 | 0.04% | 180 |
|
|
2019
Q1 | $230K | Sell |
7,618
-8,957
| -54% | -$270K | 0.04% | 184 |
|
|
2018
Q4 | $493K | Sell |
16,575
-172
| -1% | -$5.12K | 0.06% | 133 |
|
|
2018
Q3 | $589K | Buy |
16,747
+13,800
| +468% | +$485K | 0.09% | 116 |
|
|
2018
Q2 | $103K | Buy |
+2,947
| New | +$103K | 0.01% | 297 |
|