TWP
HTBK icon

TFO Wealth Partners’s Heritage Commerce HTBK Stock Holding History

TFO Wealth Partners’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-142
Closed -$24.9K – 874
2022
Q4 		$24.9K Buy
+142
New +$24.9K 0.01% 73