NewSquare Capital’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93K | Hold |
295
| – | – | ﹤0.01% | 895 |
|
|
2025
Q1 | $2.81K | Hold |
295
| – | – | ﹤0.01% | 791 |
|
|
2024
Q4 | $2.77K | Hold |
295
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $2.92K | Hold |
295
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $2.57K | Hold |
295
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $2.53K | Hold |
295
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $2.93K | Hold |
295
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $2.5K | Hold |
295
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $2.44K | Hold |
295
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $2.46K | Hold |
295
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $3.84K | Buy |
+295
| New | +$3.84K | ﹤0.01% | 401 |
|