Valeo Financial Advisors’s Heritage Commerce HTBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,643	Closed	-$56K	–	1578
2017 Q4	$56K	Buy	3,643 +1,718	+89%	+$26.4K	0.01%	450
2017 Q3	$27K	Buy	+1,925	New	+$27K	0.01%	514