CAPTRUST Financial Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,547
| Closed | -$17K | – | 2961 |
|
|
2022
Q2 | $17K | Hold |
1,547
| – | – | ﹤0.01% | 3452 |
|
|
2022
Q1 | $17K | Buy |
1,547
+368
| +31% | +$4.04K | ﹤0.01% | 3487 |
|
|
2021
Q4 | $14K | Sell |
1,179
-105
| -8% | -$1.25K | ﹤0.01% | 3521 |
|
|
2021
Q3 | $15K | Buy |
1,284
+64
| +5% | +$748 | ﹤0.01% | 3353 |
|
|
2021
Q2 | $14K | Buy |
1,220
+41
| +3% | +$470 | ﹤0.01% | 3344 |
|
|
2021
Q1 | $14K | Buy |
+1,179
| New | +$14K | ﹤0.01% | 3236 |
|
|
2019
Q2 | – | Sell |
-48
| Closed | -$1K | – | 1963 |
|
|
2019
Q1 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1746 |
|