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IEQ Capital’s Heritage Financial HFWA Stock Holding History

IEQ Capital’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,115
Closed -$295K – 1898
2025
Q1 		$295K Buy
12,115
+925
+8% +$22.5K ﹤0.01% 1195
2024
Q4 		$274K Buy
+11,190
New +$274K ﹤0.01% 1063