Glassman Wealth Services’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-177
| Closed | -$1.76K | – | 931 |
|
|
2023
Q4 | $1.76K | Buy |
177
+38
| +27% | +$377 | ﹤0.01% | 1385 |
|
|
2023
Q3 | $1.18K | Hold |
139
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q2 | $1.15K | Buy |
139
+51
| +58% | +$422 | ﹤0.01% | 1402 |
|
|
2023
Q1 | $733 | Hold |
88
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q4 | $1.14K | Hold |
88
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q3 | $1K | Hold |
88
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q2 | $1K | Hold |
88
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q1 | $1K | Hold |
88
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q4 | $1K | Hold |
88
| – | – | ﹤0.01% | 1398 |
|
|
2021
Q3 | $1K | Hold |
88
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q2 | $1K | Hold |
88
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q1 | $1K | Hold |
88
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q4 | $1K | Hold |
88
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 1171 |
|