B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,620
| Closed | -$67K | – | 394 |
|
|
2015
Q2 | $67K | Hold |
1,620
| – | – | 0.05% | 348 |
|
|
2015
Q1 | $67K | Sell |
1,620
-71
| -4% | -$2.94K | 0.05% | 361 |
|
|
2014
Q4 | $70K | Hold |
1,691
| – | – | 0.06% | 333 |
|
|
2014
Q3 | $62K | Hold |
1,691
| – | – | 0.05% | 371 |
|
|
2014
Q2 | $60K | Hold |
1,691
| – | – | 0.04% | 435 |
|
|
2014
Q1 | $60K | Buy |
+1,691
| New | +$60K | 0.04% | 409 |
|