Fisher 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
2023
Q2
Sell
-114,230
Closed -$952K 1184
2023
Q1
$952K Sell
114,230
-886
-0.8% -$7.38K ﹤0.01% 782
2022
Q4
$1.5M Buy
+115,116
New +$1.5M ﹤0.01% 700