Aveo Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,791
| Closed | -$273K | – | 342 |
|
|
2024
Q1 | $273K | Sell |
2,791
-266
| -9% | -$26K | 0.03% | 308 |
|
|
2023
Q4 | $246K | Sell |
3,057
-456
| -13% | -$36.7K | 0.03% | 296 |
|
|
2023
Q3 | $249K | Sell |
3,513
-196
| -5% | -$13.9K | 0.03% | 292 |
|
|
2023
Q2 | $267K | Buy |
3,709
+49
| +1% | +$3.53K | 0.03% | 290 |
|
|
2023
Q1 | $255K | Sell |
3,660
-3,881
| -51% | -$270K | 0.03% | 288 |
|
|
2022
Q4 | $572K | Buy |
7,541
+1,152
| +18% | +$87.4K | 0.09% | 169 |
|
|
2022
Q3 | $396K | Buy |
+6,389
| New | +$396K | 0.07% | 186 |
|