Whittier Trust’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-356
| Closed | -$4K | – | 1662 |
|
|
2022
Q3 | $4K | Hold |
356
| – | – | ﹤0.01% | 1482 |
|
|
2022
Q2 | $4K | Hold |
356
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q1 | $4K | Buy |
+356
| New | +$4K | ﹤0.01% | 1480 |
|
|
2020
Q1 | – | Sell |
-16,148
| Closed | -$207K | – | 1518 |
|
|
2019
Q4 | $207K | Buy |
+16,148
| New | +$207K | 0.01% | 550 |
|