WI
HFWA icon

WBI Investments’s Heritage Financial HFWA Stock Holding History

WBI Investments’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-46,622
Closed -$1.38M – 319
2017
Q3 		$1.38M Buy
+46,622
New +$1.38M 0.06% 173