ME
McIlrath & Eck’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5K | Hold |
1,698
| – | – | ﹤0.01% | 362 |
|
|
2025
Q1 | $41.3K | Hold |
1,698
| – | – | 0.01% | 359 |
|
|
2024
Q4 | $41.6K | Hold |
1,698
| – | – | 0.01% | 357 |
|
|
2024
Q3 | $37K | Hold |
1,698
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $30.6K | Sell |
1,698
-891
| -34% | -$16.1K | ﹤0.01% | 360 |
|
|
2024
Q1 | $50.2K | Buy |
2,589
+891
| +52% | +$17.3K | 0.01% | 273 |
|
|
2023
Q4 | $36.3K | Sell |
1,698
-1,142
| -40% | -$24.4K | 0.01% | 313 |
|
|
2023
Q3 | $46.3K | Sell |
2,840
-51
| -2% | -$832 | 0.01% | 273 |
|
|
2023
Q2 | $46.7K | Hold |
2,891
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $61.9K | Hold |
2,891
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $88.6K | Sell |
2,891
-88
| -3% | -$2.7K | 0.02% | 166 |
|
|
2022
Q3 | $79K | Hold |
2,979
| – | – | 0.02% | 178 |
|
|
2022
Q2 | $75K | Buy |
2,979
+390
| +15% | +$9.82K | 0.02% | 177 |
|
|
2022
Q1 | $65K | Hold |
2,589
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $63K | Hold |
2,589
| – | – | 0.02% | 211 |
|
|
2021
Q3 | $66K | Buy |
2,589
+891
| +52% | +$22.7K | 0.02% | 199 |
|
|
2021
Q2 | $42K | Sell |
1,698
-667
| -28% | -$16.5K | 0.01% | 254 |
|
|
2021
Q1 | $67K | Hold |
2,365
| – | – | 0.02% | 164 |
|
|
2020
Q4 | $55K | Hold |
2,365
| – | – | 0.02% | 167 |
|
|
2020
Q3 | $43K | Hold |
2,365
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $47K | Hold |
2,365
| – | – | 0.02% | 135 |
|
|
2020
Q1 | $47K | Hold |
2,365
| – | – | 0.03% | 127 |
|
|
2019
Q4 | $67K | Hold |
2,365
| – | – | 0.03% | 117 |
|
|
2019
Q3 | $64K | Sell |
2,365
-1
| -0% | -$27 | 0.03% | 105 |
|
|
2019
Q2 | $71K | Hold |
2,366
| – | – | 0.04% | 104 |
|
|
2019
Q1 | $71K | Hold |
2,366
| – | – | 0.04% | 104 |
|
|
2018
Q4 | $70K | Hold |
2,366
| – | – | 0.04% | 94 |
|
|
2018
Q3 | $83K | Hold |
2,366
| – | – | 0.05% | 95 |
|
|
2018
Q2 | $82K | Hold |
2,366
| – | – | 0.05% | 84 |
|
|
2018
Q1 | $72K | Sell |
2,366
-66
| -3% | -$2.01K | 0.04% | 103 |
|
|
2017
Q4 | $75K | Buy |
+2,432
| New | +$75K | 0.04% | 110 |
|