CASC
HFWA icon

Coppell Advisory Solutions Corp’s Heritage Financial HFWA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,357
Closed -$41.6K – 587
2022
Q4 		$41.6K Buy
+1,357
New +$41.6K 0.01% 388