APWA
Atlas Private Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,084
| Closed | -$202K | – | 130 |
|
|
2022
Q2 | $202K | Sell |
3,084
-1,687
| -35% | -$110K | 0.12% | 123 |
|
|
2022
Q1 | $343K | Hold |
4,771
| – | – | 0.15% | 100 |
|
|
2021
Q4 | $329K | Hold |
4,771
| – | – | 0.15% | 111 |
|
|
2021
Q3 | $335K | Sell |
4,771
-61
| -1% | -$4.28K | 0.18% | 109 |
|
|
2021
Q2 | $299K | Buy |
4,832
+2,446
| +103% | +$151K | 0.16% | 100 |
|
|
2021
Q1 | $159K | Buy |
+2,386
| New | +$159K | 0.09% | 119 |
|