Ziegler Capital Management’s Heritage Financial HFWA Stock Holding History

Ziegler Capital Management’s Portfolio HFWA Stock Details HFWA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$99.5K	Buy
2023 Q4	$761K	Buy
2023 Q3	$532K	Sell
2023 Q2	$589K	Sell
2023 Q1	$964K	Buy
2022 Q4	$1.36M	Sell
2022 Q3	$1.53M	Buy
2022 Q2	$1.39M	Buy
2022 Q1	$1.35M	Buy
2021 Q4	$1.17M	Buy