DT
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Diversified Trust’s Heritage Financial HFWA Stock Holding History

Diversified Trust’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 		$210K Hold
8,795
– – ﹤0.01% 860
2025
Q1 		$214K Buy
+8,795
New +$214K 0.01% 835