Wedge Capital Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-126,282
| Closed | -$1.05M | – | 503 |
|
|
2023
Q2 | $1.05M | Buy |
+126,282
| New | +$1.05M | 0.02% | 442 |
|
|
2016
Q1 | – | Sell |
-30,300
| Closed | -$362K | – | 586 |
|
|
2015
Q4 | $362K | Sell |
30,300
-2,000
| -6% | -$23.9K | ﹤0.01% | 488 |
|
|
2015
Q3 | $366K | Sell |
32,300
-5,400
| -14% | -$61.2K | ﹤0.01% | 486 |
|
|
2015
Q2 | $362K | Hold |
37,700
| – | – | ﹤0.01% | 495 |
|
|
2015
Q1 | $344K | Buy |
+37,700
| New | +$344K | ﹤0.01% | 504 |
|