Algert Global’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,047	Closed	-$685K	–	1148
2023 Q4	$685K	Buy	32,047 +20,300	+173%	+$434K	0.03%	721
2023 Q3	$192K	Hold	11,747	–	–	0.01%	972
2023 Q2	$190K	Buy	+11,747	New	+$190K	0.01%	989