Hillsdale Investment Management’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 Q1	–	Sell	-10,550	Closed	-$68.8K	–	636
2023 Q4	$68.8K	Sell	10,550 -21,250	-67%	-$139K	0.01%	424
2023 Q3	$206K	Buy	31,800 +270	+0.9%	+$1.75K	0.02%	345
2023 Q2	$121K	Buy	+31,530	New	+$121K	0.01%	363