Badgley, Phelps & Bell’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $368K | Hold |
14,727
| – | – | 0.01% | 176 |
|
|
2021
Q1 | $416K | Sell |
14,727
-20
| -0.1% | -$565 | 0.02% | 165 |
|
|
2020
Q4 | $345K | Buy |
14,747
+100
| +0.7% | +$2.34K | 0.02% | 175 |
|
|
2020
Q3 | $269K | Hold |
14,647
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $293K | Buy |
14,647
+200
| +1% | +$4K | 0.02% | 166 |
|
|
2020
Q1 | $289K | Buy |
14,447
+200
| +1% | +$4K | 0.02% | 154 |
|
|
2019
Q4 | $403K | Hold |
14,247
| – | – | 0.02% | 154 |
|
|
2019
Q3 | $384K | Hold |
14,247
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $421K | Hold |
14,247
| – | – | 0.02% | 150 |
|
|
2019
Q1 | $429K | Hold |
14,247
| – | – | 0.03% | 152 |
|
|
2018
Q4 | $423K | Hold |
14,247
| – | – | 0.03% | 144 |
|
|
2018
Q3 | $501K | Hold |
14,247
| – | – | 0.03% | 140 |
|
|
2018
Q2 | $497K | Hold |
14,247
| – | – | 0.03% | 137 |
|
|
2018
Q1 | $436K | Hold |
14,247
| – | – | 0.03% | 146 |
|
|
2017
Q4 | $439K | Hold |
14,247
| – | – | 0.03% | 149 |
|
|
2017
Q3 | $420K | Hold |
14,247
| – | – | 0.03% | 131 |
|
|
2017
Q2 | $378K | Hold |
14,247
| – | – | 0.03% | 134 |
|
|
2017
Q1 | $353K | Hold |
14,247
| – | – | 0.03% | 131 |
|
|
2016
Q4 | $367K | Hold |
14,247
| – | – | 0.03% | 131 |
|
|
2016
Q3 | $256K | Hold |
14,247
| – | – | 0.02% | 133 |
|
|
2016
Q2 | $250K | Hold |
14,247
| – | – | 0.02% | 135 |
|
|
2016
Q1 | $250K | Hold |
14,247
| – | – | 0.02% | 137 |
|
|
2015
Q4 | $268K | Hold |
14,247
| – | – | 0.03% | 131 |
|
|
2015
Q3 | $268K | Hold |
14,247
| – | – | 0.03% | 124 |
|
|
2015
Q2 | $255K | Hold |
14,247
| – | – | 0.02% | 119 |
|
|
2015
Q1 | $242K | Hold |
14,247
| – | – | 0.02% | 125 |
|
|
2014
Q4 | $250K | Hold |
14,247
| – | – | 0.02% | 127 |
|
|
2014
Q3 | $226K | Hold |
14,247
| – | – | 0.02% | 128 |
|
|
2014
Q2 | $229K | Buy |
+14,247
| New | +$229K | 0.02% | 128 |
|