Independent Advisor Alliance’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,270
| Closed | -$37.8K | – | 684 |
|
|
2023
Q1 | $37.8K | Buy |
+12,270
| New | +$37.8K | ﹤0.01% | 649 |
|
|
2019
Q3 | – | Sell |
-11,870
| Closed | -$183K | – | 459 |
|
|
2019
Q2 | $183K | Sell |
11,870
-100
| -0.8% | -$1.54K | 0.03% | 384 |
|
|
2019
Q1 | $175K | Sell |
11,970
-10,000
| -46% | -$146K | 0.02% | 408 |
|
|
2018
Q4 | $323K | Buy |
+21,970
| New | +$323K | 0.06% | 277 |
|