True Wealth Design’s Heritage Commerce HTBK Stock Holding History

True Wealth Design’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.35K	Buy
2025 Q2	$100	Sell
2025 Q1	$362	Buy