AJ Wealth Strategies’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.06M | Hold |
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|
2021
Q2 | $1.02M | Hold |
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|
2021
Q1 | $1.12M | Hold |
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|
2020
Q4 | $811K | Hold |
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|
2020
Q3 | $608K | Hold |
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|
2020
Q2 | $686K | Buy |
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