Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Heritage Financial HFWA Stock Holding History

Capital Fund Management (CFM)’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,800
Closed -$249K – 1012
2019
Q4 		$249K Sell
8,800
-1,600
-15% -$45.3K ﹤0.01% 802
2019
Q3 		$280K Buy
10,400
+3,000
+41% +$80.8K ﹤0.01% 648
2019
Q2 		$219K Buy
+7,400
New +$219K ﹤0.01% 647