Aperio Group’s Heritage Commerce HTBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$1.09M Buy
2020
Q3
$658K Buy
2020
Q2
$272K Sell
2020
Q1
$359K Buy
2019
Q4
$474K Sell
2019
Q3
$500K Buy
2019
Q2
$334K Buy
2019
Q1
$241K Buy
2018
Q4
$185K Buy