Corient Capital Partners’s Heritage Commerce HTBK Stock Holding History

Corient Capital Partners’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
2022 Q3	$131K	Hold
2022 Q2	$131K	Sell
2022 Q1	$148K	Sell
2021 Q4	$158K	Sell
2021 Q3	$155K	Buy
2021 Q2	$136K	Hold
2021 Q1	$150K	Buy
2020 Q4	$108K	Buy
2020 Q3	$69K	Buy