Concert Wealth Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,412
| Closed | -$183K | – | 72 |
|
|
2017
Q2 | $183K | Buy |
13,412
+14
| +0.1% | +$191 | 0.18% | 146 |
|
|
2017
Q1 | $196K | Hold |
13,398
| – | – | 0.04% | 447 |
|
|
2016
Q4 | $196K | Hold |
13,398
| – | – | 0.04% | 453 |
|
|
2016
Q3 | $147K | Hold |
13,398
| – | – | 0.02% | 701 |
|
|
2016
Q2 | $140K | Hold |
13,398
| – | – | 0.02% | 631 |
|
|
2016
Q1 | $133K | Hold |
13,398
| – | – | 0.02% | 634 |
|
|
2015
Q4 | $161K | Hold |
13,398
| – | – | 0.02% | 618 |
|
|
2015
Q3 | $154K | Buy |
+13,398
| New | +$154K | 0.02% | 642 |
|