Dynamic Technology Lab’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $750K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $338K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $332K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $220K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $240K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $186K | Buy |
|