Capital Performance 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
2024
Q4
Sell
-502
Closed -$6.14K 1272
2024
Q3
$6.14K Buy
+502
New +$6.14K ﹤0.01% 1028