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Sequoia Financial Advisors’s Heritage Financial HFWA Stock Holding History

Sequoia Financial Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,256
Closed -$184K – 1211
2023
Q3 		$184K Buy
+11,256
New +$184K ﹤0.01% 870