Jain Global’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,611
Closed -$210K 1302
2025
Q1
$210K Buy
+8,611
New +$210K ﹤0.01% 795