Carson Wealth (CWM LLC)’s Hagerty HGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,970
| Closed | -$18K | – | 4302 |
|
|
2023
Q2 | $18K | Sell |
1,970
-310
| -14% | -$2.83K | ﹤0.01% | 2707 |
|
|
2023
Q1 | $20K | Buy |
2,280
+310
| +16% | +$2.72K | ﹤0.01% | 2505 |
|
|
2022
Q4 | $17K | Hold |
1,970
| – | – | ﹤0.01% | 2474 |
|
|
2022
Q3 | $18K | Hold |
1,970
| – | – | ﹤0.01% | 2287 |
|
|
2022
Q2 | $23K | Buy |
+1,970
| New | +$23K | ﹤0.01% | 2029 |
|
|
2022
Q1 | – | Sell |
-1,970
| Closed | -$28K | – | 3637 |
|
|
2021
Q4 | $28K | Buy |
+1,970
| New | +$28K | ﹤0.01% | 1806 |
|