HighTower Advisors’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,434	Closed	-$205K	–	3190
2022 Q4	$205K	Buy	+6,434	New	+$205K	﹤0.01%	2729
2018 Q4	–	Sell	-7,764	Closed	-$273K	–	2144
2018 Q3	$273K	Buy	+7,764	New	+$273K	﹤0.01%	1770