Financial Gravity Asset Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2
| Closed | -$19 | – | 1010 |
|
|
2021
Q1 | $19 | Buy |
+2
| New | +$19 | ﹤0.01% | 670 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$122 | – | 399 |
|
|
2020
Q1 | $122 | Hold |
16
| – | – | ﹤0.01% | 856 |
|
|
2019
Q4 | $13K | Hold |
16
| – | – | 0.01% | 1134 |
|
|
2019
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1381 |
|
|
2019
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1424 |
|
|
2018
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1497 |
|