Appleton Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,875
| Closed | -$328K | – | 188 |
|
|
2014
Q4 | $328K | Hold |
7,875
| – | – | 0.08% | 144 |
|
|
2014
Q3 | $293K | Hold |
7,875
| – | – | 0.07% | 148 |
|
|
2014
Q2 | $282K | Hold |
7,875
| – | – | 0.07% | 147 |
|
|
2014
Q1 | $278K | Hold |
7,875
| – | – | 0.07% | 144 |
|
|
2013
Q4 | $285K | Hold |
7,875
| – | – | 0.07% | 139 |
|
|
2013
Q3 | $245K | Hold |
7,875
| – | – | 0.07% | 144 |
|
|
2013
Q2 | $243K | Buy |
+7,875
| New | +$243K | 0.07% | 131 |
|