Engineers Gate Manager’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,406
| Closed | -$426K | – | 2321 |
|
|
2024
Q4 | $426K | Buy |
+17,406
| New | +$426K | 0.01% | 1526 |
|
|
2024
Q1 | – | Sell |
-12,071
| Closed | -$258K | – | 2073 |
|
|
2023
Q4 | $258K | Buy |
+12,071
| New | +$258K | 0.01% | 1533 |
|
|
2023
Q2 | – | Sell |
-13,260
| Closed | -$284K | – | 1854 |
|
|
2023
Q1 | $284K | Buy |
+13,260
| New | +$284K | 0.01% | 1273 |
|
|
2022
Q1 | – | Sell |
-14,546
| Closed | -$356K | – | 2037 |
|
|
2021
Q4 | $356K | Buy |
+14,546
| New | +$356K | 0.02% | 1288 |
|
|
2020
Q1 | – | Sell |
-15,224
| Closed | -$431K | – | 1714 |
|
|
2019
Q4 | $431K | Buy |
15,224
+3,521
| +30% | +$99.7K | 0.02% | 1073 |
|
|
2019
Q3 | $316K | Buy |
+11,703
| New | +$316K | 0.02% | 982 |
|
|
2018
Q2 | – | Sell |
-14,589
| Closed | -$446K | – | 1053 |
|
|
2018
Q1 | $446K | Buy |
+14,589
| New | +$446K | 0.03% | 616 |
|