Cpwm, LLC Heritage Financial Corp Transaction History

Cpwm, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 08, 2019	SELL	$27.98 - $35.22 $426,443 - $536,788	-15,241 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$34.75 - $37.3 $451 - $484	13 Added 0.09%	15,241 $536,000
Q2 2018 Dec 21, 2018	BUY	$29.7 - $34.85 $452,271 - $530,695	15,228 New	15,228 $531,000
Q2 2018 Aug 09, 2018	SELL	$29.7 - $34.85 $451,855 - $530,207	-15,214 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$28.8 - $32.2 $438,163 - $489,890	15,214 New	15,214 $466,000

150

27.5M

400

700

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $698M
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...

Get notified when there are updates to the investment portfolio of Cpwm, LLC, based on Form 13F filings with the SEC.

Stay updated on Cpwm, LLC with notifications on news.