Guardian Investment Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $360K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $377K | Sell |
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|
2020
Q3 | $295K | Hold |
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|
2020
Q2 | $333K | Sell |
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|
2020
Q1 | $372K | Buy |
|