Buckingham Strategic Wealth’s Heritage Commerce HTBK Stock Holding History

Buckingham Strategic Wealth’s Portfolio HTBK Stock Details HTBK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$137K	Buy
2024 Q1	$129K	Hold
2023 Q4	$149K	Hold
2023 Q3	$127K	Hold
2023 Q2	$124K	Buy