Secor Capital Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,568
| Closed | -$339K | – | 495 |
|
|
2018
Q1 | $339K | Sell |
20,568
-14,421
| -41% | -$238K | 0.03% | 375 |
|
|
2017
Q4 | $536K | Sell |
34,989
-8,038
| -19% | -$123K | 0.02% | 303 |
|
|
2017
Q3 | $612K | Buy |
43,027
+2,627
| +7% | +$37.4K | 0.06% | 278 |
|
|
2017
Q2 | $557K | Sell |
40,400
-39,476
| -49% | -$544K | 0.05% | 283 |
|
|
2017
Q1 | $1.13M | Buy |
79,876
+44,314
| +125% | +$625K | 0.12% | 189 |
|
|
2016
Q4 | $513K | Buy |
+35,562
| New | +$513K | 0.06% | 282 |
|