JP Morgan Private Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$237K	Buy
2022 Q4	$348K	Buy
2021 Q3	–	Sell
2021 Q2	$207K	Buy
2021 Q1	$131K	Hold
2020 Q4	$95K	Buy