Ensign Peak Advisors’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,310
| Closed | -$141K | – | 1965 |
|
|
2022
Q3 | $141K | Hold |
5,310
| – | – | ﹤0.01% | 1998 |
|
|
2022
Q2 | $134K | Hold |
5,310
| – | – | ﹤0.01% | 1907 |
|
|
2022
Q1 | $133K | Hold |
5,310
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q4 | $130K | Sell |
5,310
-4,290
| -45% | -$105K | ﹤0.01% | 2014 |
|
|
2021
Q3 | $245K | Hold |
9,600
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q2 | $240K | Buy |
9,600
+1,600
| +20% | +$40K | ﹤0.01% | 1700 |
|
|
2021
Q1 | $226K | Buy |
8,000
+5,100
| +176% | +$144K | ﹤0.01% | 1714 |
|
|
2020
Q4 | $68K | Buy |
+2,900
| New | +$68K | ﹤0.01% | 1799 |
|