Aperio Group’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.09M | Buy |
122,544
+23,689
| +24% | +$210K | ﹤0.01% | 1553 |
|
|
2020
Q3 | $658K | Buy |
98,855
+62,671
| +173% | +$417K | ﹤0.01% | 1661 |
|
|
2020
Q2 | $272K | Sell |
36,184
-10,560
| -23% | -$79.4K | ﹤0.01% | 2068 |
|
|
2020
Q1 | $359K | Buy |
46,744
+9,811
| +27% | +$75.4K | ﹤0.01% | 1817 |
|
|
2019
Q4 | $474K | Sell |
36,933
-5,622
| -13% | -$72.2K | ﹤0.01% | 1829 |
|
|
2019
Q3 | $500K | Buy |
42,555
+15,310
| +56% | +$180K | ﹤0.01% | 1760 |
|
|
2019
Q2 | $334K | Buy |
27,245
+7,297
| +37% | +$89.5K | ﹤0.01% | 1977 |
|
|
2019
Q1 | $241K | Buy |
19,948
+3,658
| +22% | +$44.2K | ﹤0.01% | 2092 |
|
|
2018
Q4 | $185K | Buy |
+16,290
| New | +$185K | ﹤0.01% | 2152 |
|