BCM
BHZ Capital Management’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,189
| Closed | -$305K | – | 129 |
|
|
2022
Q1 | $305K | Buy |
+12,189
| New | +$305K | 0.1% | 116 |
|
|
2019
Q2 | – | Sell |
-41,947
| Closed | -$1.26M | – | 148 |
|
|
2019
Q1 | $1.26M | Buy |
+41,947
| New | +$1.26M | 0.32% | 83 |
|
|
2017
Q4 | – | Sell |
-11,209
| Closed | -$331K | – | 112 |
|
|
2017
Q3 | $331K | Sell |
11,209
-177,274
| -94% | -$5.23M | 0.11% | 110 |
|
|
2017
Q2 | $5M | Sell |
188,483
-99
| -0.1% | -$2.62K | 1.67% | 18 |
|
|
2017
Q1 | $4.67M | Sell |
188,582
-5,626
| -3% | -$139K | 1.8% | 17 |
|
|
2016
Q4 | $5M | Buy |
194,208
+1,200
| +0.6% | +$30.9K | 2.07% | 13 |
|
|
2016
Q3 | $3.46M | Buy |
193,008
+15,975
| +9% | +$287K | 2.26% | 11 |
|
|
2016
Q2 | $3.11M | Buy |
177,033
+6,846
| +4% | +$120K | 2.25% | 12 |
|
|
2016
Q1 | $2.99M | Buy |
170,187
+27,922
| +20% | +$491K | 2.02% | 12 |
|
|
2015
Q4 | $2.68M | Buy |
+142,265
| New | +$2.68M | 2.84% | 8 |
|