OneDigital Investment Advisors’s Heritage Commerce HTBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,154	Closed	-$130K	–	548
2019 Q4	$130K	Buy	10,154 +96	+1%	+$1.23K	0.01%	531
2019 Q3	$118K	Buy	+10,058	New	+$118K	0.01%	509