Herold Advisors’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
Q4 | – | Sell |
-23,000
| Closed | -$51K | – | 207 |
|
|
2022
Q3 | $51K | Buy |
23,000
+9,000
| +64% | +$20K | 0.02% | 188 |
|
|
2022
Q2 | $36K | Buy |
14,000
+8,000
| +133% | +$20.6K | 0.02% | 192 |
|
|
2022
Q1 | $42.8K | Buy |
+6,000
| New | +$42.8K | 0.02% | 398 |
|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$34K | – | 379 |
|
|
2021
Q3 | $34K | Buy |
+5,000
| New | +$34K | 0.01% | 436 |
|