IW
Instrumental Wealth’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
27,791
| – | – | 0.47% | 24 |
|
|
2025
Q1 | $522K | Hold |
27,791
| – | – | 0.47% | 25 |
|
|
2024
Q4 | $308K | Hold |
27,791
| – | – | 0.29% | 37 |
|
|
2024
Q3 | $291K | Hold |
27,791
| – | – | 0.28% | 35 |
|
|
2024
Q2 | $211K | Hold |
27,791
| – | – | 0.22% | 38 |
|
|
2024
Q1 | $219K | Buy |
27,791
+14,500
| +109% | +$114K | 0.1% | 38 |
|
|
2023
Q4 | $83.1K | Sell |
13,291
-14,500
| -52% | -$90.6K | 0.09% | 41 |
|
|
2023
Q3 | $148K | Hold |
27,791
| – | – | 0.17% | 33 |
|
|
2023
Q2 | $114K | Hold |
27,791
| – | – | 0.14% | 33 |
|
|
2023
Q1 | $94.5K | Buy |
+27,791
| New | +$94.5K | 0.12% | 27 |
|