Bellevue Asset Management’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 | – | Sell |
-1,875
| Closed | -$53K | – | 616 |
|
|
2021
Q1 | $53K | Hold |
1,875
| – | – | 0.03% | 166 |
|
|
2020
Q4 | $47K | Hold |
1,875
| – | – | 0.03% | 178 |
|
|
2020
Q3 | $34K | Hold |
1,875
| – | – | 0.02% | 202 |
|
|
2020
Q2 | $38K | Hold |
1,875
| – | – | 0.04% | 188 |
|
|
2020
Q1 | $38K | Hold |
1,875
| – | – | 0.04% | 193 |
|
|
2019
Q4 | $53K | Buy |
+1,875
| New | +$53K | 0.04% | 149 |
|