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Advisornet Financial’s Heritage Financial HFWA Stock Holding History

Advisornet Financial’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11
Closed -$239 – 2065
2024
Q3 		$239 Hold
11
– – ﹤0.01% 2087
2024
Q2 		$198 Hold
11
– – ﹤0.01% 2025
2024
Q1 		$213 Hold
11
– – ﹤0.01% 1973
2023
Q4 		$235 Buy
+11
New +$235 ﹤0.01% 2270