SFS
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Sowell Financial Services’s Heritage Financial HFWA Stock Holding History

Sowell Financial Services’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,999
Closed -$258K – 1465
2021
Q1 		$258K Buy
+8,999
New +$236K 0.01% 910

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