Wealthspire Advisors (Maryland)’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-71	Closed	-$2K	–	1131
2019 Q1	$2K	Hold	71	–	–	﹤0.01%	2154
2018 Q4	$2K	Buy	+71	New	+$2K	﹤0.01%	2080