Lazard Asset Management’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,666
| Closed | -$22K | – | 2354 |
|
|
2023
Q3 | $22K | Hold |
2,666
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q2 | $22K | Hold |
2,666
| – | – | ﹤0.01% | 2080 |
|
|
2023
Q1 | $22K | Buy |
+2,666
| New | +$22K | ﹤0.01% | 2036 |
|
|
2019
Q4 | – | Sell |
-1,079
| Closed | -$12K | – | 1586 |
|
|
2019
Q3 | $12K | Buy |
+1,079
| New | +$12K | ﹤0.01% | 1260 |
|