Centerpoint Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-175
| Closed | -$2K | – | 479 |
|
|
2024
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 391 |
|
|
2023
Q4 | $1K | Hold |
175
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $1K | Hold |
175
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $1K | Hold |
175
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $2K | Hold |
175
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 323 |
|
|
2022
Q1 | $2K | Buy |
175
+50
| +40% | +$571 | ﹤0.01% | 319 |
|
|
2021
Q4 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 333 |
|