Magee Thomson Investment Partners’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1K | Sell |
48
-25
| -34% | -$521 | ﹤0.01% | 48 |
|
|
2016
Q4 | $1K | Sell |
73
-15
| -17% | -$205 | ﹤0.01% | 55 |
|
|
2016
Q3 | $1K | Sell |
88
-19
| -18% | -$216 | ﹤0.01% | 54 |
|
|
2016
Q2 | $1K | Sell |
107
-448
| -81% | -$4.19K | ﹤0.01% | 49 |
|
|
2016
Q1 | $5K | Hold |
555
| – | – | ﹤0.01% | 38 |
|
|
2015
Q4 | $7K | Buy |
555
+81
| +17% | +$1.02K | ﹤0.01% | 38 |
|
|
2015
Q3 | $5K | Buy |
+474
| New | +$5K | ﹤0.01% | 50 |
|