Soundmark 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
2021 Q2	–	Sell	-7,619	Closed	-$215K	–	69
2021 Q1	$215K	Buy	+7,619	New	+$215K	0.12%	60