ELCO Management’s Heritage Commerce HTBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-37,068
Closed -$278K 129
2020
Q2
$278K Sell
37,068
-10,512
-22% -$78.8K 0.23% 95
2020
Q1
$365K Sell
47,580
-2,420
-5% -$18.6K 0.38% 71
2019
Q4
$641K Buy
+50,000
New +$641K 0.39% 72