Merriman Wealth Management, LLC Heritage Financial Corp Transaction History

Merriman Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 28, 2019	SELL	$27.98 - $35.22 $221,657 - $279,012	-7,922 Closed	0 $0
Q3 2018 Nov 06, 2018	SELL	$34.75 - $37.3 $252,702 - $271,245	-7,272 Reduced 47.86%	7,922 $278,000
Q2 2018 Aug 10, 2018	SELL	$29.7 - $34.85 $1.14 Million - $1.34 Million	-38,320 Reduced 71.61%	15,194 $530,000
Q1 2018 Apr 10, 2018	BUY	$28.8 - $32.2 $1.54 Million - $1.72 Million	53,514 New	53,514 $1.64 Million

189

28.8M

1.1K

300

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $853M
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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Merriman Wealth Management, LLC with notifications on news.