Beacon Pointe Advisors’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,365
| Closed | -$111K | – | 1029 |
|
|
2022
Q2 | $111K | Buy |
10,365
+118
| +1% | +$1.26K | ﹤0.01% | 1006 |
|
|
2022
Q1 | $115K | Sell |
10,247
-2,189
| -18% | -$24.6K | ﹤0.01% | 1154 |
|
|
2021
Q4 | $148K | Buy |
12,436
+135
| +1% | +$1.61K | ﹤0.01% | 894 |
|
|
2021
Q3 | $143K | Buy |
+12,301
| New | +$143K | ﹤0.01% | 873 |
|