SVB Wealth’s Heritage Commerce HTBK Stock Holding History

SVB Wealth’s Portfolio HTBK Stock Details HTBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$289K	Sell
2022 Q3	$819K	Buy
2022 Q2	$772K	Hold
2022 Q1	$812K	Hold
2021 Q4	$862K	Sell
2021 Q3	$855K	Hold
2021 Q2	$818K	Hold
2021 Q1	$899K	Sell
2020 Q4	$655K	Sell
2020 Q3	$494K	Hold
2020 Q2	$557K	Sell
2020 Q1	$620K	Sell
2019 Q4	$1.16M	Sell
2019 Q3	$1.24M	Sell
2019 Q2	$1.34M	Sell
2019 Q1	$1.34M	Buy
2018 Q4	$382K	Sell
2018 Q3	$701K	Buy
2018 Q2	$406K	Buy
2017 Q2	–	Sell
2017 Q1	$1.02M	Hold
2016 Q4	$1.04M	Hold
2016 Q3	$790K	Hold
2016 Q2	$760K	Hold
2016 Q1	$723K	Hold
2015 Q4	$863K	Hold
2015 Q3	$819K	Hold
2015 Q2	$694K	Buy