Cambridge Investment Research Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,353
| Closed | -$85K | – | 3239 |
|
|
2023
Q3 | $85K | Sell |
10,353
-195
| -2% | -$1.6K | ﹤0.01% | 2980 |
|
|
2023
Q2 | $99K | Buy |
10,548
+179
| +2% | +$1.68K | ﹤0.01% | 3001 |
|
|
2023
Q1 | $91K | Buy |
10,369
+124
| +1% | +$1.09K | ﹤0.01% | 2975 |
|
|
2022
Q4 | $86K | Sell |
10,245
-521
| -5% | -$4.37K | ﹤0.01% | 2935 |
|
|
2022
Q3 | $97K | Buy |
+10,766
| New | +$97K | ﹤0.01% | 2860 |
|