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Continuum Advisory’s Heritage Financial HFWA Stock Holding History

Continuum Advisory’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-135
Closed -$3.29K – 899
2025
Q1 		$3.29K Buy
+135
New +$3.29K ﹤0.01% 1201