Independent Advisor Alliance Heritage Insurance Holdings, Inc. Transaction History

Independent Advisor Alliance

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$1.85 - $3.81 $22,699 - $46,748	12,270 New	12,270 $37,000
Q3 2019 Nov 12, 2019	SELL	$13.11 - $16.15 $155,615 - $191,700	-11,870 Closed	0 $0
Q2 2019 Aug 12, 2019	SELL	$13.29 - $15.8 $1,329 - $1,580	-100 Reduced 0.84%	11,870 $183,000
Q1 2019 May 07, 2019	SELL	$13.95 - $15.28 $139,500 - $152,800	-10,000 Reduced 45.52%	11,970 $175,000
Q4 2018 Feb 12, 2019	BUY	$13.12 - $16.86 $288,246 - $370,414	21,970 New	21,970 $323,000

128

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $327M
Description
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

Stay updated on Independent Advisor Alliance with notifications on news.