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Atria Wealth Solutions’s Heritage Insurance Holdings HRTG Stock Holding History

Atria Wealth Solutions’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,801
Closed -$33.3K – 1910
2023
Q1 		$33.3K Hold
10,801
– – ﹤0.01% 1812
2022
Q4 		$19.4K Hold
10,801
– – ﹤0.01% 1771
2022
Q3 		$24.4K Hold
10,801
– – ﹤0.01% 1716
2022
Q2 		$29K Buy
+10,801
New +$29K ﹤0.01% 1573