FourThought Financial’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $74K | Buy |
32,777
+30,777
| +1,539% | +$69.5K | 0.01% | 502 |
|
|
2022
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q1 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $12K | Sell |
2,000
-30,777
| -94% | -$185K | ﹤0.01% | 1041 |
|
|
2021
Q3 | $223K | Hold |
32,777
| – | – | 0.03% | 323 |
|
|
2021
Q2 | $281K | Sell |
32,777
-62,300
| -66% | -$534K | 0.04% | 299 |
|
|
2021
Q1 | $1.05M | Hold |
95,077
| – | – | 0.15% | 120 |
|
|
2020
Q4 | $963K | Buy |
+95,077
| New | +$963K | 0.15% | 118 |
|