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Heritage Financial Services’s Wayfair W Stock Holding History

Heritage Financial Services’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-534
Closed -$23K – 483
2022
Q2 		$23K Buy
+534
New +$23K 0.01% 233