Mosaic Family Wealth’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-183
| Closed | -$2K | – | 928 |
|
|
2017
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 662 |
|
|
2017
Q1 | $2K | Hold |
183
| – | – | ﹤0.01% | 677 |
|
|
2016
Q4 | $3K | Hold |
183
| – | – | ﹤0.01% | 627 |
|
|
2016
Q3 | $3K | Hold |
183
| – | – | ﹤0.01% | 640 |
|
|
2016
Q2 | $3K | Buy |
183
+72
| +65% | +$1.18K | ﹤0.01% | 664 |
|
|
2016
Q1 | $1K | Hold |
111
| – | – | ﹤0.01% | 754 |
|
|
2015
Q4 | $2K | Buy |
+111
| New | +$2K | ﹤0.01% | 687 |
|