Newbridge Financial Services Group’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,196	Closed	-$30K	–	1479
2021 Q2	$30K	Hold	1,196	–	–	0.02%	635
2021 Q1	$34K	Buy	+1,196	New	+$34K	0.03%	510