Lucus Advisors’s Heritage Insurance Holdings HRTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
2017
Q4
$358K Buy
2017
Q2
Sell
2017
Q1
$411K Buy
2016
Q3
Sell
2016
Q2
$347K Sell
2016
Q1
$529K Buy
2015
Q4
$464K Sell
2015
Q3
$499K Buy
2015
Q2
$516K Buy