Commonwealth Equity Services’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 |
-12,944
| Closed | -$106K | – | 3959 |
|
|
2023
Q3 | $106K | Buy |
12,944
+1,650
| +15% | +$13.5K | ﹤0.01% | 3561 |
|
|
2023
Q2 | $106K | Sell |
11,294
-114
| -1% | -$1.07K | ﹤0.01% | 3563 |
|
|
2023
Q1 | $99 | Hold |
11,408
| – | – | ﹤0.01% | 3497 |
|
|
2022
Q4 | $95K | Sell |
11,408
-2,500
| -18% | -$20.8K | ﹤0.01% | 3422 |
|
|
2022
Q3 | $125K | Buy |
13,908
+1,927
| +16% | +$17.3K | ﹤0.01% | 3322 |
|
|
2022
Q2 | $137K | Hold |
11,981
| – | – | ﹤0.01% | 3306 |
|
|
2022
Q1 | $129K | Sell |
11,981
-187
| -2% | -$2.01K | ﹤0.01% | 3434 |
|
|
2021
Q4 | $172K | Buy |
+12,168
| New | +$172K | ﹤0.01% | 3344 |
|