Nisa Investment Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.3K | Buy |
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|
2025
Q2 | $83.2K | Sell |
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|
2025
Q1 | $86.3K | Hold |
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|
2024
Q4 | $85K | Hold |
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|
2024
Q3 | $89.5K | Hold |
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|
2024
Q2 | $78.8K | Sell |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $90.1K | Sell |
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|
2023
Q3 | $87.1K | Sell |
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|
2023
Q2 | $85.7K | Sell |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $156K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $210K | Hold |
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|
2021
Q3 | $196 | Buy |
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|
2021
Q2 | $132 | Buy |
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|
2021
Q1 | $123 | Hold |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $45K | Buy |
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