Advisory Services Network’s Heritage Financial HFWA Stock Holding History

Advisory Services Network’s Portfolio HFWA Stock Details HFWA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218	Buy
2023 Q2	–	Sell
2023 Q1	$257	Hold
2022 Q4	$368	Buy
2021 Q1	–	Hold
2020 Q4	–	Sell
2020 Q3	$0	Buy
2019 Q4	–	Sell
2019 Q3	$18K	Hold
2019 Q2	$18K	Buy