Pacific Ridge Capital Partners’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-99,432
| Closed | -$865K | – | 139 |
|
|
2024
Q2 | $865K | Buy |
99,432
+131
| +0.1% | +$1.14K | 0.21% | 103 |
|
|
2024
Q1 | $852K | Buy |
99,301
+3,108
| +3% | +$26.7K | 0.19% | 108 |
|
|
2023
Q4 | $954K | Hold |
96,193
| – | – | 0.19% | 113 |
|
|
2023
Q3 | $815K | Buy |
96,193
+24,870
| +35% | +$211K | 0.19% | 110 |
|
|
2023
Q2 | $591K | Buy |
+71,323
| New | +$591K | 0.13% | 122 |
|