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Naviter Wealth’s Heritage Commerce HTBK Stock Holding History

Naviter Wealth’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,696
Closed -$44.2K – 205
2022
Q4 		$44.2K Buy
+16,696
New +$44.2K 0.01% 191