PWMG
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Private Wealth Management Group’s Heritage Financial HFWA Stock Holding History

Private Wealth Management Group’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-52
Closed -$1.11K – 1541
2023
Q4 		$1.11K Buy
+52
New +$1.11K ﹤0.01% 1227