Pathstone Family Office’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-14	Closed	–	–	932
2020 Q4	$0	Hold	14	–	–	﹤0.01%	1208
2020 Q3	$0	Sell	14 -14	-50%	–	﹤0.01%	889
2020 Q2	$0	Buy	+28	New	–	﹤0.01%	829