Formula Growth’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25,000
| Closed | -$385K | – | 154 |
|
|
2019
Q2 | $385K | Hold |
25,000
| – | – | 0.06% | 147 |
|
|
2019
Q1 | $365K | Hold |
25,000
| – | – | 0.05% | 143 |
|
|
2018
Q4 | $368K | Hold |
25,000
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $371K | Hold |
25,000
| – | – | 0.04% | 140 |
|
|
2018
Q2 | $417K | Hold |
25,000
| – | – | 0.05% | 145 |
|
|
2018
Q1 | $379K | Hold |
25,000
| – | – | 0.05% | 145 |
|
|
2017
Q4 | $451K | Buy |
+25,000
| New | +$451K | 0.06% | 128 |
|