Oberweis Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $629K | Buy |
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|
2019
Q4 | $681K | Buy |
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|
2019
Q3 | $674K | Buy |
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|
2019
Q2 | $640K | Buy |
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|
2019
Q1 | $589K | Buy |
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|
2018
Q4 | $520K | Sell |
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|
2018
Q3 | $553K | Buy |
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|
2018
Q2 | $621K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $554K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $455K | Sell |
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|
2015
Q4 | $1.58M | Sell |
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|
2015
Q3 | $1.77M | Buy |
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|
2015
Q2 | $1.49M | Buy |
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|
2015
Q1 | $264K | Buy |
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