Atria Wealth Solutions’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,485	Closed	-$314K	–	1778
2022 Q2	$314K	Buy	+12,485	New	+$314K	0.01%	1169