HFS
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Heritage Financial Services’s DaVita DVA Stock Holding History

Heritage Financial Services’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,050
Closed -$83K – 175
2022
Q2 		$83K Buy
+1,050
New +$106K 0.05% 123

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