BOS
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Bingham Osborn & Scarborough’s Heritage Commerce HTBK Stock Holding History

Bingham Osborn & Scarborough’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-25,603
Closed -$170K – 150
2020
Q3 		$170K Hold
25,603
– – 0.01% 159
2020
Q2 		$192K Sell
25,603
-19,060
-43% -$143K 0.02% 154
2020
Q1 		$343K Sell
44,663
-8,505
-16% -$65.3K 0.03% 102
2019
Q4 		$682K Buy
+53,168
New +$682K 0.06% 81