Dynamic Technology Lab’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
+31,460
| New | +$750K | 0.1% | 363 |
|
|
2024
Q4 | – | Sell |
-15,546
| Closed | -$338K | – | 1106 |
|
|
2024
Q3 | $338K | Buy |
+15,546
| New | +$338K | 0.04% | 693 |
|
|
2021
Q1 | – | Sell |
-11,163
| Closed | -$261K | – | 1288 |
|
|
2020
Q4 | $261K | Buy |
+11,163
| New | +$261K | 0.04% | 727 |
|
|
2020
Q2 | – | Sell |
-12,146
| Closed | -$243K | – | 1120 |
|
|
2020
Q1 | $243K | Buy |
12,146
+400
| +3% | +$8K | 0.05% | 679 |
|
|
2019
Q4 | $332K | Buy |
+11,746
| New | +$332K | 0.05% | 626 |
|
|
2018
Q2 | – | Sell |
-7,174
| Closed | -$220K | – | 1132 |
|
|
2018
Q1 | $220K | Buy |
7,174
+573
| +9% | +$17.6K | 0.03% | 854 |
|
|
2017
Q4 | $204K | Buy |
+6,601
| New | +$204K | 0.04% | 873 |
|
|
2017
Q1 | – | Sell |
-9,336
| Closed | -$240K | – | 1079 |
|
|
2016
Q4 | $240K | Buy |
+9,336
| New | +$240K | 0.06% | 635 |
|
|
2016
Q2 | – | Sell |
-10,569
| Closed | -$186K | – | 982 |
|
|
2016
Q1 | $186K | Buy |
+10,569
| New | +$186K | 0.05% | 747 |
|