Grand Wealth Management’s Hagerty HGTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-24,234	Closed	-$189K	–	77
2023 Q4	$189K	Hold	24,234	–	–	0.1%	47
2023 Q3	$198K	Hold	24,234	–	–	0.12%	39
2023 Q2	$227K	Buy	+24,234	New	+$227K	0.13%	38