RS
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R Squared’s Heritage Commerce HTBK Stock Holding History

R Squared’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
Q1 		– Sell
-1,960
Closed -$18.4K – 828
2024
Q4 		$18.4K Buy
+1,960
New +$18.4K 0.02% 920