JPMPWA
J.P. Morgan Private Wealth Advisors’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,466
| Closed | -$237K | – | 1666 |
|
|
2023
Q1 | $237K | Buy |
28,466
+1,702
| +6% | +$14.2K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $348K | Buy |
+26,764
| New | +$348K | ﹤0.01% | 1606 |
|
|
2021
Q3 | – | Sell |
-18,594
| Closed | -$207K | – | 1954 |
|
|
2021
Q2 | $207K | Buy |
18,594
+7,859
| +73% | +$87.5K | ﹤0.01% | 1824 |
|
|
2021
Q1 | $131K | Hold |
10,735
| – | – | ﹤0.01% | 1712 |
|
|
2020
Q4 | $95K | Buy |
+10,735
| New | +$95K | ﹤0.01% | 1681 |
|