New York Life Investment Management’s Heritage Commerce HTBK Stock Holding History

New York Life Investment Management’s Portfolio HTBK Stock Details HTBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy
2024 Q2	–	Sell
2024 Q1	$373K	Buy
2023 Q4	$411K	Sell
2023 Q3	$362K	Sell
2023 Q2	$410K	Sell
2023 Q1	$462K	Buy
2022 Q4	$655K	Buy
2022 Q3	$510K	Buy
2022 Q2	$443K	Buy