AWS
AJ Wealth Strategies’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $820K | Buy |
99,086
+1,697
| +2% | +$14.1K | 0.04% | 145 |
|
|
2023
Q1 | $811K | Buy |
97,389
+1,023
| +1% | +$8.52K | 0.04% | 139 |
|
|
2022
Q4 | $1.25M | Buy |
96,366
+860
| +0.9% | +$11.2K | 0.07% | 117 |
|
|
2022
Q3 | $1.08M | Buy |
95,506
+1,040
| +1% | +$11.8K | 0.06% | 122 |
|
|
2022
Q2 | $1.01M | Buy |
94,466
+1,068
| +1% | +$11.4K | 0.05% | 128 |
|
|
2022
Q1 | $1.05M | Buy |
93,398
+1,006
| +1% | +$11.3K | 0.05% | 133 |
|
|
2021
Q4 | $1.1M | Buy |
92,392
+1,002
| +1% | +$12K | 0.05% | 130 |
|
|
2021
Q3 | $1.06M | Hold |
91,390
| – | – | 0.06% | 122 |
|
|
2021
Q2 | $1.02M | Hold |
91,390
| – | – | 0.06% | 125 |
|
|
2021
Q1 | $1.12M | Hold |
91,390
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $811K | Hold |
91,390
| – | – | 0.07% | 114 |
|
|
2020
Q3 | $608K | Hold |
91,390
| – | – | 0.06% | 123 |
|
|
2020
Q2 | $686K | Buy |
+91,390
| New | +$686K | 0.08% | 106 |
|