WR Wealth Planners’s Heritage Insurance Holdings HRTG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-300	Closed	-$2.12K	–	1172
2024 Q2	$2.12K	Buy	+300	New	+$2.12K	﹤0.01%	875