Benjamin Edwards Inc’s Heritage Commerce HTBK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,029	Closed	-$23K	–	542
2021 Q2	$23K	Sell	2,029 -1,897	-48%	-$21.5K	0.02%	326
2021 Q1	$48K	Buy	3,926 +2,427	+162%	+$29.7K	0.04%	254
2020 Q4	$13K	Buy	+1,499	New	+$13K	0.01%	319