LIBERTY WEALTH MANAGEMENT LLC – Heritage Commerce Corp Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$140,000
portfolio value
LIBERTY WEALTH MANAGEMENT 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 | +0.01% | 1 shares | 8K | $11.34 | 12.39K |
| Q2 2022 | share | 0.00% | 0 shares | -7K | $10.69 | 12.39K | |
| Q1 2022 | share | Increase | +0.01% | 1 shares | -9K | $11.25 | 12.39K |
| Q4 2021 | share | 0.00% | 0 shares | 134K | $11.82 | 12.39K | |
| Q3 2021 | share | 0.00% | 0 shares | -124K | $11.51 | 12.39K | |
| Q2 2021 | share | Increase | +0.02% | 2 shares | 31K | $10.89 | 12.39K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $11.82 | 12.39K | |
| Q4 2020 | share | Increase | +0.35% | 43 shares | 25K | $8.46 | 12.39K |
| Q3 2020 | share | Increase | +2078.13% | 11.78K shares | 78K | $6.24 | 12.35K |
| Q2 2020 | share | Increase | +1.80% | 10 shares | 0 | $6.91 | 567 |
| Q1 2020 | share | Increase | +1.09% | 6 shares | -3K | $6.94 | 557 |
| Q4 2019 | share | Decrease | -72.88% | -1.48K shares | -37K | $11.48 | 551 |
| Q3 2019 | share | Increase | +4625.58% | 1.98K shares | 43K | $10.42 | 2.03K |
| Q2 2019 | share | Increase | 0.00% | 43 shares | 1K | $10.74 | 43 |