AAP
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Arax Advisory Partners’s Heritage Commerce HTBK Stock Holding History

Arax Advisory Partners’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,157
Closed -$10.9K – 2853
2024
Q4 		$10.9K Hold
1,157
– – ﹤0.01% 1463
2024
Q3 		$11.4K Hold
1,157
– – ﹤0.01% 1348
2024
Q2 		$10.1K Buy
+1,157
New +$10.1K ﹤0.01% 1270