PWMG
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Private Wealth Management Group’s Heritage Commerce HTBK Stock Holding History

Private Wealth Management Group’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-73
Closed -$627 – 1556
2024
Q1 		$627 Buy
+73
New +$627 ﹤0.01% 1393