Parallel Advisors’s Heritage Insurance Holdings HRTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56K | Buy |
223
+28
| +14% | +$698 | ﹤0.01% | 2677 |
|
|
2025
Q1 | $2.81K | Buy |
+195
| New | +$2.81K | ﹤0.01% | 2859 |
|
|
2024
Q4 | – | Sell |
-16
| Closed | -$196 | – | 3545 |
|
|
2024
Q3 | $196 | Buy |
+16
| New | +$196 | ﹤0.01% | 3288 |
|
|
2017
Q3 | – | Sell |
-192
| Closed | -$2K | – | 2149 |
|
|
2017
Q2 | $2K | Hold |
192
| – | – | ﹤0.01% | 1872 |
|
|
2017
Q1 | $2K | Hold |
192
| – | – | ﹤0.01% | 1777 |
|
|
2016
Q4 | $3K | Buy |
+192
| New | +$3K | ﹤0.01% | 1526 |
|