Cambridge Investment Research Advisors’s Heritage Commerce HTBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-31,459	Closed	-$274K	–	3468
2024 Q2	$274K	Buy	31,459 +7,493	+31%	+$65.3K	﹤0.01%	2775
2024 Q1	$206K	Buy	23,966 +10,102	+73%	+$86.8K	﹤0.01%	3004
2023 Q4	$138K	Buy	+13,864	New	+$138K	﹤0.01%	2989