Eaton Vance Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $997K | Buy |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $921K | Hold |
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|
2020
Q3 | $724K | Buy |
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|
2020
Q2 | $786K | Sell |
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|
2020
Q1 | $787K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.16M | Hold |
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|
2019
Q1 | $1.18M | Hold |
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|
2018
Q4 | $1.17M | Hold |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.37M | Sell |
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|
2018
Q1 | $1.44M | Buy |
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