Winfield Associates’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 |
-2,392
| Closed | -$37K | – | 347 |
|
|
2017
Q4 | $37K | Hold |
2,392
| – | – | 0.02% | 223 |
|
|
2017
Q3 | $34K | Hold |
2,392
| – | – | 0.02% | 226 |
|
|
2017
Q2 | $33K | Hold |
2,392
| – | – | 0.02% | 222 |
|
|
2017
Q1 | $34K | Hold |
2,392
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $35K | Hold |
2,392
| – | – | 0.02% | 207 |
|
|
2016
Q3 | $26K | Hold |
2,392
| – | – | 0.02% | 230 |
|
|
2016
Q2 | $25K | Hold |
2,392
| – | – | 0.02% | 234 |
|
|
2016
Q1 | $24K | Hold |
2,392
| – | – | 0.02% | 227 |
|
|
2015
Q4 | $29K | Buy |
+2,392
| New | +$29K | 0.02% | 190 |
|