TD Asset Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $213K | Sell |
|
|||||
|
2023
Q4 | $748K | Sell |
|
|||||
|
2023
Q3 | $1.38M | Hold |
|
|||||
|
2023
Q2 | $1.35M | Hold |
|
|||||
|
2023
Q1 | $1.36M | Hold |
|
|||||
|
2022
Q4 | $2.12M | Sell |
|
|||||
|
2022
Q3 | $1.88M | Sell |
|
|||||
|
2022
Q2 | $1.82M | Sell |
|
|||||
|
2022
Q1 | $2.02M | Sell |
|
|||||
|
2021
Q4 | $2.69M | Buy |
|
|||||
|
2021
Q3 | $1.31M | Hold |
|
|||||
|
2021
Q2 | $1.22M | Sell |
|
|||||
|
2021
Q1 | $1.62M | Buy |
|
|||||
|
2020
Q4 | $941K | Buy |
|
|||||
|
2020
Q3 | $597K | Hold |
|
|||||
|
2020
Q2 | $674K | Buy |
|
|||||
|
2020
Q1 | $654K | Buy |
|
|||||
|
2019
Q4 | $962K | Hold |
|
|||||
|
2019
Q3 | $881K | Buy |
|
|||||
|
2019
Q2 | $845K | Sell |
|
|||||
|
2019
Q1 | $867K | Sell |
|
|||||
|
2018
Q4 | $875K | Sell |
|
|||||
|
2018
Q3 | $1.36M | Buy |
|
|||||
|
2018
Q2 | $1.28M | Buy |
|
|||||
|
2018
Q1 | $980K | Buy |
|
|||||
|
2017
Q4 | $787K | Buy |
|
|||||
|
2017
Q3 | $691K | Buy |
|
|||||
|
2017
Q2 | $609K | Buy |
|
|||||
|
2017
Q1 | $555K | Sell |
|
|||||
|
2016
Q4 | $579K | Buy |
|
|||||
|
2016
Q3 | $311K | Buy |
|