Clear Perspectives Financial Planning’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,000
| Closed | -$50.5K | – | 211 |
|
|
2022
Q4 | $50.5K | Hold |
6,000
| – | – | 0.03% | 80 |
|
|
2022
Q3 | $54K | Hold |
6,000
| – | – | 0.03% | 79 |
|
|
2022
Q2 | $69K | Hold |
6,000
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $65K | Hold |
6,000
| – | – | 0.02% | 84 |
|
|
2021
Q4 | $85K | Buy |
+6,000
| New | +$85K | 0.03% | 82 |
|