Berman Capital Advisors’s Heritage Commerce HTBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$43K	Buy	3,727 +2,072	+125%	+$23.9K	0.01%	730
2021 Q2	$18K	Buy	1,655 +1,328	+406%	+$14.4K	﹤0.01%	942
2021 Q1	$3K	Sell	327 -45	-12%	-$413	﹤0.01%	1418
2020 Q4	$3K	Buy	372 +1	+0.3%	+$8	﹤0.01%	1301
2020 Q3	$2K	Buy	+371	New	+$2K	﹤0.01%	1296