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Physician Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Physician Wealth Advisors’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59K Buy
160
+65
+68% +$646 ﹤0.01% 1146
2025
Q1 		$905 Hold
95
– – ﹤0.01% 1156
2024
Q4 		$892 Buy
+95
New +$892 ﹤0.01% 972