JNBA Financial Advisors’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 |
-769
| Closed | -$6.28K | – | 726 |
|
|
2023
Q3 | $6.28K | Hold |
769
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $7.2K | Hold |
769
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $6.72K | Hold |
769
| – | – | ﹤0.01% | 517 |
|
|
2022
Q4 | $6.47K | Hold |
769
| – | – | ﹤0.01% | 491 |
|
|
2022
Q3 | $7K | Hold |
769
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $9K | Hold |
769
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $8K | Hold |
769
| – | – | ﹤0.01% | 513 |
|
|
2021
Q4 | $11K | Buy |
+769
| New | +$11K | ﹤0.01% | 514 |
|