Sowell Financial Services’s Heritage Insurance Holdings HRTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,283
| Closed | -$20K | – | 1490 |
|
|
2021
Q1 | $20K | Buy |
2,283
+241
| +12% | +$2.11K | ﹤0.01% | 2059 |
|
|
2020
Q4 | $21K | Sell |
2,042
-72
| -3% | -$740 | ﹤0.01% | 1720 |
|
|
2020
Q3 | $21K | Buy |
2,114
+751
| +55% | +$7.46K | ﹤0.01% | 1538 |
|
|
2020
Q2 | $18K | Buy |
1,363
+93
| +7% | +$1.23K | ﹤0.01% | 1495 |
|
|
2020
Q1 | $14K | Buy |
1,270
+487
| +62% | +$5.37K | ﹤0.01% | 1499 |
|
|
2019
Q4 | $10K | Buy |
+783
| New | +$10K | ﹤0.01% | 1684 |
|