Freestone Capital Holdings’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,575	Closed	-$130K	–	686
2020 Q4	$130K	Sell	5,575 -1,337	-19%	-$31.3K	0.01%	391
2020 Q3	$127K	Buy	+6,912	New	+$127K	0.01%	374