ALPS Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $813K | Hold |
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|
2025
Q3 | $672K | Hold |
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|
2025
Q2 | $672K | Sell |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $370K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $374K | Buy |
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