CPWM LLC’s Heritage Financial HFWA Stock Holding History

CPWM LLC’s Portfolio HFWA Stock Details HFWA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell
2018 Q3	$536K	Buy
2018 Q2	$531K	Buy
2018 Q1	$466K	Buy
2013 Q4	–	Sell
2013 Q3	$529K	Hold
2013 Q2	$529K	Buy