Bank of Montreal’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $5M | Buy |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $885K | Buy |
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|
2020
Q2 | $539K | Buy |
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|
2020
Q1 | $556K | Sell |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $158K | Sell |
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|
2018
Q4 | $154K | Buy |
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|
2018
Q3 | $198K | Sell |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $200K | Buy |
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|
2017
Q3 | $132K | Sell |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $158K | Hold |
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|
2016
Q4 | $138K | Buy |
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|
2016
Q3 | $98K | Sell |
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|
2016
Q2 | $130K | Sell |
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|
2016
Q1 | $160K | Hold |
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|
2015
Q4 | $192K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4K | Buy |
|