CWM
Compass Wealth Management’s Hagerty HGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,165
| Closed | -$10.5K | – | 258 |
|
|
2025
Q1 | $10.5K | Buy |
1,165
+1,000
| +606% | +$9.04K | ﹤0.01% | 346 |
|
|
2024
Q4 | $1.59K | Hold |
165
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $1.68K | Hold |
165
| – | – | ﹤0.01% | 382 |
|
|
2024
Q2 | $1.72K | Hold |
165
| – | – | ﹤0.01% | 386 |
|
|
2024
Q1 | $1.51K | Hold |
165
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $1.29K | Hold |
165
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $1.35K | Hold |
165
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $1.55K | Hold |
165
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $1.44K | Hold |
165
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $1.39K | Buy |
+165
| New | +$1.39K | ﹤0.01% | 399 |
|