Liberty Wealth Management’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-307	Closed	-$9K	–	926
2019 Q4	$9K	Buy	307 +4	+1%	+$117	0.01%	562
2019 Q3	$8K	Buy	303 +2	+0.7%	+$53	0.01%	556
2019 Q2	$9K	Buy	301 +1	+0.3%	+$30	0.01%	542
2019 Q1	$9K	Buy	+300	New	+$9K	0.01%	455