Covestor’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
11
-115
| -91% | – | ﹤0.01% | 2442 |
|
|
2025
Q1 | $1K | Buy |
126
+26
| +26% | +$206 | ﹤0.01% | 1997 |
|
|
2024
Q4 | $1K | Sell |
100
-10
| -9% | -$100 | ﹤0.01% | 2052 |
|
|
2024
Q3 | $1K | Sell |
110
-40
| -27% | -$364 | ﹤0.01% | 1996 |
|
|
2024
Q2 | $1K | Buy |
150
+97
| +183% | +$647 | ﹤0.01% | 2018 |
|
|
2024
Q1 | $0 | Buy |
53
+30
| +130% | – | ﹤0.01% | 2461 |
|
|
2023
Q4 | $0 | Sell |
23
-25
| -52% | – | ﹤0.01% | 2384 |
|
|
2023
Q3 | $0 | Sell |
48
-89
| -65% | – | ﹤0.01% | 2373 |
|
|
2023
Q2 | $1K | Buy |
137
+105
| +328% | +$766 | ﹤0.01% | 1954 |
|
|
2023
Q1 | $0 | Buy |
32
+3
| +10% | – | ﹤0.01% | 2275 |
|
|
2022
Q4 | $0 | Buy |
29
+1
| +4% | – | ﹤0.01% | 2293 |
|
|
2022
Q3 | $0 | Buy |
28
+3
| +12% | – | ﹤0.01% | 2254 |
|
|
2022
Q2 | $0 | Sell |
25
-3
| -11% | – | ﹤0.01% | 2106 |
|
|
2022
Q1 | $0 | Sell |
28
-6
| -18% | – | ﹤0.01% | 2260 |
|
|
2021
Q4 | $0 | Buy |
+34
| New | – | ﹤0.01% | 2221 |
|