Hapanowicz & Associates Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,000
| Closed | -$106K | – | 31 |
|
|
2024
Q2 | $106K | Hold |
15,000
| – | – | 0.06% | 30 |
|
|
2024
Q1 | $160K | Buy |
15,000
+5,000
| +50% | +$53.3K | 0.09% | 31 |
|
|
2023
Q4 | $65.2K | Hold |
10,000
| – | – | 0.04% | 31 |
|
|
2023
Q3 | $64.9K | Hold |
10,000
| – | – | 0.05% | 29 |
|
|
2023
Q2 | $38.5K | Hold |
10,000
| – | – | 0.03% | 33 |
|
|
2023
Q1 | $30.8K | Hold |
10,000
| – | – | 0.02% | 29 |
|
|
2022
Q4 | $18K | Buy |
+10,000
| New | +$18K | 0.01% | 29 |
|