Wealth Enhancement Advisory Services’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
29,052
+14,147
| +95% | +$151K | ﹤0.01% | 2592 |
|
|
2025
Q1 | $142K | Sell |
14,905
-9,831
| -40% | -$93.6K | ﹤0.01% | 2670 |
|
|
2024
Q4 | $232K | Buy |
24,736
+8,474
| +52% | +$79.5K | ﹤0.01% | 2564 |
|
|
2024
Q3 | $161K | Buy |
16,262
+3,529
| +28% | +$34.9K | ﹤0.01% | 2458 |
|
|
2024
Q2 | $111K | Buy |
12,733
+2,530
| +25% | +$22K | ﹤0.01% | 2387 |
|
|
2024
Q1 | $87.5K | Buy |
+10,203
| New | +$87.5K | ﹤0.01% | 2303 |
|