IndexIQ Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $394K | Buy |
35,005
+446
| +1% | +$5.02K | 0.01% | 790 |
|
|
2021
Q4 | $413K | Sell |
34,559
-2,233
| -6% | -$26.7K | 0.01% | 748 |
|
|
2021
Q3 | $428K | Buy |
36,792
+3,685
| +11% | +$42.9K | 0.01% | 742 |
|
|
2021
Q2 | $368K | Buy |
33,107
+19
| +0.1% | +$211 | 0.01% | 861 |
|
|
2021
Q1 | $404K | Buy |
33,088
+5,781
| +21% | +$70.6K | 0.01% | 603 |
|
|
2020
Q4 | $242K | Buy |
27,307
+2,819
| +12% | +$25K | 0.01% | 824 |
|
|
2020
Q3 | $163K | Buy |
24,488
+1,328
| +6% | +$8.84K | 0.01% | 800 |
|
|
2020
Q2 | $174K | Sell |
23,160
-886
| -4% | -$6.66K | 0.01% | 713 |
|
|
2020
Q1 | $184K | Buy |
+24,046
| New | +$184K | 0.01% | 591 |
|