Arete Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,529
| Closed | -$246K | – | 705 |
|
|
2023
Q1 | $246K | Sell |
3,529
-221
| -6% | -$15.4K | 0.02% | 530 |
|
|
2022
Q4 | $284M | Buy |
3,750
+45
| +1% | +$3.41M | 0.02% | 468 |
|
|
2022
Q3 | $229K | Buy |
+3,705
| New | +$229K | 0.02% | 488 |
|
|
2021
Q2 | – | Sell |
-3,184
| Closed | -$211K | – | 400 |
|
|
2021
Q1 | $211K | Buy |
+3,184
| New | +$211K | 0.03% | 389 |
|