Dynamic Technology Lab’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
Q2 | – | Sell |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $281K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $308K | Buy |
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|
2019
Q3 | $128K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $168K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $477K | Buy |
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|
2017
Q3 | $402K | Buy |
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|
2017
Q2 | $245K | Buy |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $298K | Buy |
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