Badgley, Phelps & Bell’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $403K | Hold |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $421K | Hold |
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|
2019
Q1 | $429K | Hold |
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|
2018
Q4 | $423K | Hold |
|
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|
2018
Q3 | $501K | Hold |
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|
2018
Q2 | $497K | Hold |
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|
2018
Q1 | $436K | Hold |
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|
2017
Q4 | $439K | Hold |
|
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|
2017
Q3 | $420K | Hold |
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|
2017
Q2 | $378K | Hold |
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|
2017
Q1 | $353K | Hold |
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|
2016
Q4 | $367K | Hold |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $250K | Hold |
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|
2015
Q4 | $268K | Hold |
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|
2015
Q3 | $268K | Hold |
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|
2015
Q2 | $255K | Hold |
|
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|
2015
Q1 | $242K | Hold |
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|
2014
Q4 | $250K | Hold |
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|
2014
Q3 | $226K | Hold |
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|
2014
Q2 | $229K | Buy |
|