Watermark Asset Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3K | Hold |
293
| – | – | ﹤0.01% | 220 |
|
|
2018
Q3 | $4K | Hold |
293
| – | – | ﹤0.01% | 183 |
|
|
2018
Q2 | $5K | Buy |
293
+97
| +49% | +$1.66K | ﹤0.01% | 177 |
|
|
2018
Q1 | $3K | Hold |
196
| – | – | ﹤0.01% | 198 |
|
|
2017
Q4 | $3K | Hold |
196
| – | – | ﹤0.01% | 199 |
|
|
2017
Q3 | $3K | Hold |
196
| – | – | ﹤0.01% | 196 |
|
|
2017
Q2 | $3K | Hold |
196
| – | – | ﹤0.01% | 203 |
|
|
2017
Q1 | $3K | Buy |
+196
| New | +$3K | ﹤0.01% | 200 |
|