NewEdge Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,182
| Closed | -$165K | – | 3958 |
|
|
2024
Q3 | $165K | Hold |
16,182
| – | – | ﹤0.01% | 2048 |
|
|
2024
Q2 | $168K | Hold |
16,182
| – | – | ﹤0.01% | 1972 |
|
|
2024
Q1 | $148K | Hold |
16,182
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q4 | $126K | Hold |
16,182
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q3 | $132K | Hold |
16,182
| – | – | ﹤0.01% | 1747 |
|
|
2023
Q2 | $151K | Hold |
16,182
| – | – | ﹤0.01% | 1721 |
|
|
2023
Q1 | $141K | Hold |
16,182
| – | – | ﹤0.01% | 1649 |
|
|
2022
Q4 | $136 | Hold |
16,182
| – | – | ﹤0.01% | 3339 |
|
|
2022
Q3 | $145K | Hold |
16,182
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q2 | $186K | Buy |
+16,182
| New | +$186K | ﹤0.01% | 1402 |
|
|
2022
Q1 | – | Sell |
-16,182
| Closed | -$229K | – | 1355 |
|
|
2021
Q4 | $229K | Buy |
+16,182
| New | +$229K | ﹤0.01% | 1463 |
|