Global Retirement Partners’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	-23	Closed	-$213	–	3429
2023 Q4	$213	Hold	23	–	–	﹤0.01%	3218
2023 Q3	$193	Buy	+23	New	+$193	﹤0.01%	3113