Acrospire Investment Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,371
| Closed | -$46K | – | 659 |
|
|
2017
Q2 | $46K | Buy |
3,371
+1,327
| +65% | +$18.1K | 0.04% | 930 |
|
|
2017
Q1 | $29K | Buy |
2,044
+872
| +74% | +$12.4K | 0.02% | 1373 |
|
|
2016
Q4 | $17K | Sell |
1,172
-1,684
| -59% | -$24.4K | 0.01% | 1815 |
|
|
2016
Q3 | $31K | Sell |
2,856
-1,206
| -30% | -$13.1K | 0.02% | 1320 |
|
|
2016
Q2 | $43K | Buy |
4,062
+2,300
| +131% | +$24.3K | 0.03% | 1168 |
|
|
2016
Q1 | $18K | Buy |
+1,762
| New | +$18K | 0.01% | 1568 |
|