JCSD Capital’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
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2023
Q2 | $547K | Sell |
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2023
Q1 | $904K | Buy |
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2022
Q4 | $650 | Sell |
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2022
Q3 | $1.01M | Sell |
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2022
Q2 | $1.49M | Sell |
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2022
Q1 | $1.59M | Hold |
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2021
Q4 | $1.69M | Hold |
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2021
Q3 | $1.65M | Sell |
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2021
Q2 | $2.25M | Sell |
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2021
Q1 | $2.82M | Sell |
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2020
Q4 | $2.18M | Sell |
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2020
Q3 | $1.7M | Buy |
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2020
Q2 | $1.62M | Buy |
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2020
Q1 | $1.57M | Hold |
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2019
Q4 | $2.63M | Hold |
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2019
Q3 | $2.41M | Hold |
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2019
Q2 | $2.51M | Sell |
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2019
Q1 | $2.58M | Buy |
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2018
Q4 | $2.33M | Hold |
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2018
Q3 | $3.06M | Hold |
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2018
Q2 | $3.48M | Hold |
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2018
Q1 | $3.38M | Hold |
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2017
Q4 | $3.14M | Sell |
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2017
Q3 | $3.62M | Sell |
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2017
Q2 | $3.72M | Sell |
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2017
Q1 | $4.36M | Sell |
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2016
Q4 | $5.33M | Sell |
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2016
Q3 | $4.13M | Hold |
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2016
Q2 | $3.97M | Buy |
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2016
Q1 | $3.69M | Hold |
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2015
Q4 | $4.41M | Hold |
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2015
Q3 | $4.18M | Sell |
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2015
Q2 | $3.67M | Buy |
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2015
Q1 | $3.37M | Hold |
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2014
Q4 | $3.26M | Buy |
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