Altium Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,082
| Closed | -$309K | – | 341 |
|
|
2019
Q4 | $309K | Sell |
5,082
-326
| -6% | -$19.8K | 0.04% | 213 |
|
|
2019
Q3 | $328K | Sell |
5,408
-229
| -4% | -$13.9K | 0.04% | 206 |
|
|
2019
Q2 | $314K | Sell |
5,637
-585
| -9% | -$32.6K | 0.05% | 210 |
|
|
2019
Q1 | $309K | Sell |
6,222
-1,193
| -16% | -$59.2K | 0.05% | 208 |
|
|
2018
Q4 | $330K | Buy |
7,415
+845
| +13% | +$37.6K | 0.06% | 193 |
|
|
2018
Q3 | $328K | Buy |
6,570
+691
| +12% | +$34.5K | 0.06% | 210 |
|
|
2018
Q2 | $301K | Buy |
+5,879
| New | +$301K | 0.08% | 184 |
|
|
2018
Q1 | – | Sell |
-4,875
| Closed | -$276K | – | 167 |
|
|
2017
Q4 | $276K | Buy |
+4,875
| New | +$276K | 0.13% | 129 |
|