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Calton & Associates’s Heritage Commerce HTBK Stock Holding History

Calton & Associates’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-192
Closed -$3K – 757
2017
Q4 		$3K Buy
+192
New +$3K ﹤0.01% 1320