VisionPoint Advisory Group’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-896
Closed -$9.32K 470
2024
Q2
$9.32K Buy
896
+178
+25% +$1.85K ﹤0.01% 502
2024
Q1
$6.57K Buy
718
+284
+65% +$2.6K ﹤0.01% 506
2023
Q4
$3.39K Buy
+434
New +$3.39K ﹤0.01% 551