Rockefeller Capital Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,977
| Closed | -$24K | – | 3513 |
|
|
2021
Q1 | $24K | Sell |
1,977
-306
| -13% | -$3.72K | ﹤0.01% | 2199 |
|
|
2020
Q4 | $20K | Buy |
2,283
+306
| +15% | +$2.68K | ﹤0.01% | 2009 |
|
|
2020
Q3 | $13K | Hold |
1,977
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q2 | $15K | Hold |
1,977
| – | – | ﹤0.01% | 1767 |
|
|
2020
Q1 | $15K | Buy |
+1,977
| New | +$15K | ﹤0.01% | 1611 |
|