CIBC Private Wealth Group’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Hold |
2,870
| – | – | ﹤0.01% | 1528 |
|
|
2025
Q1 | $42.4K | Hold |
2,870
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q4 | $33.8K | Hold |
2,870
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q3 | $35.1K | Hold |
2,870
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q2 | $19.3K | Hold |
2,870
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q1 | $31.5K | Buy |
+2,870
| New | +$31.5K | ﹤0.01% | 1856 |
|
|
2019
Q4 | – | Sell |
-13,719
| Closed | -$205K | – | 911 |
|
|
2019
Q3 | $205K | Sell |
13,719
-90
| -0.7% | -$1.35K | ﹤0.01% | 858 |
|
|
2019
Q2 | $213K | Sell |
13,809
-3,140
| -19% | -$48.4K | ﹤0.01% | 878 |
|
|
2019
Q1 | $247K | Sell |
16,949
-1,170
| -6% | -$17.1K | ﹤0.01% | 858 |
|
|
2018
Q4 | $267K | Buy |
18,119
+613
| +4% | +$9.03K | ﹤0.01% | 786 |
|
|
2018
Q3 | $259K | Buy |
+17,506
| New | +$259K | ﹤0.01% | 887 |
|