Xact Kapitalforvaltning’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 | $200K | Hold |
10,023
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q4 | $284K | Hold |
10,023
| – | – | ﹤0.01% | 1259 |
|
|
2019
Q3 | $270K | Hold |
10,023
| – | – | 0.01% | 1245 |
|
|
2019
Q2 | $296K | Hold |
10,023
| – | – | 0.01% | 1237 |
|
|
2019
Q1 | $302K | Sell |
10,023
-3,000
| -23% | -$90.4K | 0.01% | 1215 |
|
|
2018
Q4 | $387K | Buy |
13,023
+1,400
| +12% | +$41.6K | 0.01% | 1071 |
|
|
2018
Q3 | $409K | Hold |
11,623
| – | – | 0.01% | 1117 |
|
|
2018
Q2 | $405K | Buy |
11,623
+2,500
| +27% | +$87.1K | 0.01% | 1101 |
|
|
2018
Q1 | $279K | Buy |
+9,123
| New | +$279K | 0.01% | 1290 |
|