Heritage Commerce shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Heritage Commerce
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All positions including Heritage Commerce held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Heritage Commerce by Aj Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $820k | 99k | 8.28 |
2023-03-31 | $811k | 97k | 8.33 |
2022-12-31 | $1.3M | 96k | 13.00 |
2022-09-30 | $1.1M | 96k | 11.34 |
2022-06-30 | $1.0M | 95k | 10.69 |
2022-03-31 | $1.1M | 93k | 11.25 |
2021-12-31 | $1.1M | 92k | 11.94 |
2021-09-30 | $1.1M | 91k | 11.63 |
2021-06-30 | $1.0M | 91k | 11.13 |
2021-03-31 | $1.1M | 91k | 12.22 |
2020-12-31 | $811k | 91k | 8.87 |
2020-09-30 | $608k | 91k | 6.65 |
2020-06-30 | $686k | 91k | 7.51 |