Systematic Financial Management’s Heritage Commerce HTBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-27,135
Closed -$208K 517
2020
Q1
$208K Sell
27,135
-17,085
-39% -$131K 0.01% 392
2019
Q4
$567K Buy
44,220
+8,385
+23% +$108K 0.02% 389
2019
Q3
$421K Buy
+35,835
New +$421K 0.02% 442