Alps Advisors Inc Heritage Financial Corp Transaction History

Alps Advisors Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$15.26 - $21.38 $1,526 - $2,138	100 Added 0.76%	13,340 $215,000
Q1 2023 May 10, 2023	BUY	$21.11 - $30.6 $279,496 - $405,144	13,240 New	13,240 $283,000
Q2 2018 Jul 25, 2018	BUY	$29.7 - $34.85 $519,482 - $609,561	17,491 New	17,491 $539,000
Q1 2018 May 01, 2018	SELL	$28.8 - $32.2 $503,740 - $563,210	-17,491 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$29.2 - $32.65 $29 - $32	1 Added 0.01%	17,491 $539,000
Q3 2017 Nov 03, 2017	BUY	$25.55 - $29.7 $446,869 - $519,453	17,490	17,490 $516,000

166

27.5M

4.5K

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $874M
Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...

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