Corient Capital Partners’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 | $131K | Hold |
12,259
| – | – | 0.01% | 637 |
|
|
2022
Q2 | $131K | Sell |
12,259
-892
| -7% | -$9.53K | 0.01% | 650 |
|
|
2022
Q1 | $148K | Sell |
13,151
-95
| -0.7% | -$1.07K | 0.01% | 704 |
|
|
2021
Q4 | $158K | Sell |
13,246
-77
| -0.6% | -$918 | 0.01% | 679 |
|
|
2021
Q3 | $155K | Buy |
13,323
+1,066
| +9% | +$12.4K | 0.01% | 660 |
|
|
2021
Q2 | $136K | Hold |
12,257
| – | – | 0.01% | 649 |
|
|
2021
Q1 | $150K | Buy |
12,257
+109
| +0.9% | +$1.33K | 0.01% | 587 |
|
|
2020
Q4 | $108K | Buy |
12,148
+1,786
| +17% | +$15.9K | 0.01% | 513 |
|
|
2020
Q3 | $69K | Buy |
+10,362
| New | +$69K | 0.01% | 487 |
|