AJ WEALTH STRATEGIES, LLC – Heritage Commerce Corp Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$1.08M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
+6.08%
quarter
Heritage Commerce Corp 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.10% | 1.04K shares | 73K | $11.34 | 95.50K |
| Q2 2022 | share | Increase | +1.14% | 1.06K shares | -41K | $10.69 | 94.46K |
| Q1 2022 | share | Increase | +1.09% | 1.00K shares | -52K | $11.25 | 93.39K |
| Q4 2021 | share | Increase | +1.10% | 1.00K shares | 40K | $11.82 | 92.39K |
| Q3 2021 | share | 0.00% | 0 shares | 46K | $11.51 | 91.39K | |
| Q2 2021 | share | 0.00% | 0 shares | -100K | $10.89 | 91.39K | |
| Q1 2021 | share | 0.00% | 0 shares | 306K | $11.82 | 91.39K | |
| Q4 2020 | share | 0.00% | 0 shares | 203K | $8.46 | 91.39K | |
| Q3 2020 | share | 0.00% | 0 shares | -78K | $6.24 | 91.39K | |
| Q2 2020 | share | Increase | 0.00% | 91.39K shares | 686K | $6.91 | 91.39K |