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Caption Management’s Heritage Financial HFWA Stock Holding History

Caption Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,000
Closed -$366K – 724
2021
Q4 		$366K Buy
+15,000
New +$366K ﹤0.01% 393