MWR
McAdams Wright Ragen’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.18M | Buy |
137,350
+778
| +0.6% | +$12.3K | 0.12% | 140 |
|
|
2014
Q2 | $2.2M | Buy |
136,572
+114,296
| +513% | +$1.84M | 0.12% | 141 |
|
|
2014
Q1 | $376K | Hold |
22,276
| – | – | 0.02% | 270 |
|
|
2013
Q4 | $380K | Hold |
22,276
| – | – | 0.03% | 264 |
|
|
2013
Q3 | $346K | Buy |
+22,276
| New | +$346K | 0.03% | 257 |
|