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IEQ Capital’s Hagerty HGTY Stock Holding History

IEQ Capital’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,840
Closed -$243K – 932
2023
Q1 		$243K Sell
27,840
-47,660
-63% -$417K 0.01% 774
2022
Q4 		$635K Buy
+75,500
New +$635K 0.02% 452