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 $323M
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, ...

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