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TCWP’s Heritage Financial HFWA Stock Holding History

TCWP’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-102
Closed -$2K – 894
2022
Q1 		$2K Buy
+102
New +$2K ﹤0.01% 1324