Sittner & Nelson’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-741
| Closed | -$6.17K | – | 504 |
|
|
2023
Q1 | $6.17K | Hold |
741
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $9.63K | Hold |
741
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $8K | Hold |
741
| – | – | 0.01% | 352 |
|
|
2022
Q2 | $8K | Hold |
741
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $8K | Hold |
741
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $9K | Hold |
741
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $9K | Hold |
741
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $8K | Hold |
741
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $9K | Sell |
741
-368
| -33% | -$4.47K | 0.01% | 300 |
|
|
2020
Q4 | $10K | Buy |
+1,109
| New | +$10K | 0.01% | 285 |
|