Tiedemann Advisors’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.4M | Sell |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $5.23M | Hold |
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|
2022
Q4 | $8.17M | Hold |
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|
2022
Q3 | $7.12M | Hold |
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|
2022
Q2 | $6.71M | Buy |
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|
2022
Q1 | $7.02M | Buy |
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|
2021
Q4 | $7.39M | Hold |
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|
2021
Q3 | $7.2M | Hold |
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|
2021
Q2 | $6.89M | Buy |
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|
2021
Q1 | $7.53M | Buy |
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|
2020
Q4 | $5.43M | Sell |
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|
2020
Q3 | $4.17M | Hold |
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|
2020
Q2 | $4.71M | Buy |
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|
2020
Q1 | $4.77M | Hold |
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|
2019
Q4 | $7.97M | Buy |
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|
2019
Q3 | $7.12M | Hold |
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|
2019
Q2 | $7.42M | Buy |
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|
2019
Q1 | $7.31M | Buy |
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|
2018
Q4 | $6.81M | Hold |
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|
2018
Q3 | $8.96M | Hold |
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|
2018
Q2 | $10.2M | Buy |
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|
2018
Q1 | $9.87M | Sell |
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|
2017
Q4 | $9.21M | Buy |
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