Belpointe Asset Management’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-120	Closed	-$2.57K	–	1745
2023 Q1	$2.57K	Hold	120	–	–	﹤0.01%	3241
2022 Q4	$3.68K	Buy	+120	New	+$3.68K	﹤0.01%	3037