Berman Capital Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$5K Buy
878
+469
+115% +$2.67K ﹤0.01% 1424
2021
Q2
$3K Buy
+409
New +$3K ﹤0.01% 1492