Glassman Wealth Services’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 Q1	–	Sell	-104	Closed	-$1K	–	1769
2021 Q4	$1K	Buy	104 +82	+373%	+$788	﹤0.01%	1397
2021 Q3	$0	Buy	+22	New	–	﹤0.01%	1690
2021 Q2	–	Sell	-201	Closed	-$2K	–	1545
2021 Q1	$2K	Buy	+201	New	+$2K	﹤0.01%	1099