NewEdge Advisors’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $165K | Hold |
|
|||||
|
2024
Q2 | $168K | Hold |
|
|||||
|
2024
Q1 | $148K | Hold |
|
|||||
|
2023
Q4 | $126K | Hold |
|
|||||
|
2023
Q3 | $132K | Hold |
|
|||||
|
2023
Q2 | $151K | Hold |
|
|||||
|
2023
Q1 | $141K | Hold |
|
|||||
|
2022
Q4 | $136 | Hold |
|
|||||
|
2022
Q3 | $145K | Hold |
|
|||||
|
2022
Q2 | $186K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $229K | Buy |
|