1919 Investment Counsel’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$1.85M Sell
2014
Q2
$1.92M Hold
2014
Q1
$2.02M Hold
2013
Q4
$2.04M Hold
2013
Q3
$1.85M Hold
2013
Q2
$1.75M Buy