American Portfolios Advisors’s Heritage Commerce HTBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-13,665
Closed -$152K 3501
2021
Q2
$152K Sell
13,665
-9,628
-41% -$107K 0.01% 1235
2021
Q1
$285K Buy
23,293
+11,282
+94% +$138K 0.01% 885
2020
Q4
$107K Buy
+12,011
New +$107K 0.01% 1127