Heritage Wealth Management (Arizona)’s CB Financial Services CBFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,322	Closed	-$32K	–	993
2022 Q1	$32K	Buy	+1,322	New	+$32K	0.01%	529