Diversified Trust’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Buy |
|
|||||
|
2025
Q2 | $186K | Sell |
|
|||||
|
2025
Q1 | $180K | Buy |
|
|||||
|
2024
Q4 | $176K | Hold |
|
|||||
|
2024
Q3 | $185K | Hold |
|
|||||
|
2024
Q2 | $163K | Buy |
|
|||||
|
2024
Q1 | $141K | Sell |
|
|||||
|
2023
Q4 | $171K | Buy |
|
|||||
|
2023
Q3 | $94.6K | Buy |
|
|||||
|
2023
Q2 | $88.2K | Buy |
|
|||||
|
2023
Q1 | $85.5K | Buy |
|