Summit Trail Advisors’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-174	Closed	-$5K	–	953
2017 Q4	$5K	Buy	+174	New	+$5K	﹤0.01%	1413