Sowell Financial Services’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	-8,999	Closed	-$258K	–	1465
2021 Q1	$258K	Buy	+8,999	New	+$258K	0.01%	910