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Buckingham Strategic Wealth’s Heritage Commerce HTBK Stock Holding History

Buckingham Strategic Wealth’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$137K Buy
15,795
+795
+5% +$6.92K ﹤0.01% 728
2024
Q1 		$129K Hold
15,000
– – ﹤0.01% 726
2023
Q4 		$149K Hold
15,000
– – ﹤0.01% 686
2023
Q3 		$127K Hold
15,000
– – ﹤0.01% 653
2023
Q2 		$124K Buy
+15,000
New +$124K ﹤0.01% 658