IAIM
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International Assets Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

International Assets Investment Management’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-396,600
Closed -$714K – 1244
2022
Q4 		$714K Buy
+396,600
New +$714K 0.07% 264