Heritage Financial Services’s Wells Fargo WFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-266	Closed	-$10K	–	491
2022 Q2	$10K	Buy	+266	New	+$10K	0.01%	306