Principal Financial Group’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-24,837
| Closed | -$301K | – | 2249 |
|
|
2019
Q1 | $301K | Sell |
24,837
-111
| -0.4% | -$1.35K | ﹤0.01% | 2035 |
|
|
2018
Q4 | $283K | Buy |
24,948
+8,892
| +55% | +$101K | ﹤0.01% | 2041 |
|
|
2018
Q3 | $240K | Buy |
16,056
+231
| +1% | +$3.45K | ﹤0.01% | 2128 |
|
|
2018
Q2 | $269K | Buy |
15,825
+1,838
| +13% | +$31.2K | ﹤0.01% | 2098 |
|
|
2018
Q1 | $231K | Buy |
13,987
+1,316
| +10% | +$21.7K | ﹤0.01% | 2077 |
|
|
2017
Q4 | $194K | Sell |
12,671
-43
| -0.3% | -$658 | ﹤0.01% | 2140 |
|
|
2017
Q3 | $181K | Hold |
12,714
| – | – | ﹤0.01% | 2118 |
|
|
2017
Q2 | $175K | Buy |
+12,714
| New | +$175K | ﹤0.01% | 2144 |
|