Baldwin Wealth Partners’s Hartford Financial Services HIG Stock Holding History

Baldwin Wealth Partners’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	-$708	–	577
2024 Q3	$708	Buy	+6	New	+$708	﹤0.01%	1020
2022 Q1	–	Sell	-104	Closed	-$7K	–	678
2021 Q4	$7K	Sell	104 -98	-49%	-$6.6K	﹤0.01%	529
2021 Q3	$14K	Hold	202	–	–	﹤0.01%	484
2021 Q2	$13K	Hold	202	–	–	﹤0.01%	509
2021 Q1	$13K	Hold	202	–	–	﹤0.01%	492
2020 Q4	$10K	Hold	202	–	–	﹤0.01%	454
2020 Q3	$7K	Hold	202	–	–	﹤0.01%	450
2020 Q2	$8K	Hold	202	–	–	﹤0.01%	440
2020 Q1	$7K	Hold	202	–	–	﹤0.01%	447
2019 Q4	$12K	Hold	202	–	–	﹤0.01%	442
2019 Q3	$12K	Hold	202	–	–	﹤0.01%	438
2019 Q2	$11K	Hold	202	–	–	﹤0.01%	444
2019 Q1	$10K	Hold	202	–	–	﹤0.01%	452
2018 Q4	$9K	Hold	202	–	–	﹤0.01%	442
2018 Q3	$10K	Hold	202	–	–	﹤0.01%	463
2018 Q2	$10K	Hold	202	–	–	﹤0.01%	458
2018 Q1	$10K	Hold	202	–	–	﹤0.01%	435
2017 Q4	$11K	Buy	202 +1	+0.5%	+$54	﹤0.01%	412
2017 Q3	$11K	Sell	201 -1	-0.5%	-$55	﹤0.01%	405
2017 Q2	$11K	Buy	202 +1	+0.5%	+$54	﹤0.01%	420
2017 Q1	$10K	Sell	201 -1	-0.5%	-$50	﹤0.01%	425
2016 Q4	$10K	Hold	202	–	–	﹤0.01%	443
2016 Q3	$9K	Sell	202 -910	-82%	-$40.5K	﹤0.01%	460
2016 Q2	$49K	Sell	1,112 -45,032	-98%	-$1.98M	0.01%	271
2016 Q1	$2.13M	Sell	46,144 -2,410	-5%	-$111K	0.38%	60
2015 Q4	$2.11M	Buy	48,554 +2,312	+5%	+$100K	0.34%	68
2015 Q3	$2.12M	Sell	46,242 -243	-0.5%	-$11.1K	0.36%	61
2015 Q2	$1.93M	Buy	46,485 +230	+0.5%	+$9.56K	0.29%	77
2015 Q1	$1.93M	Buy	46,255 +154	+0.3%	+$6.44K	0.28%	82
2014 Q4	$1.92M	Buy	46,101 +2,971	+7%	+$124K	0.28%	82
2014 Q3	$1.61M	Sell	43,130 -14,880	-26%	-$554K	0.23%	91
2014 Q2	$2.08M	Buy	58,010 +640	+1%	+$22.9K	0.31%	71
2014 Q1	$2.02M	Buy	57,370 +542	+1%	+$19.1K	0.32%	67
2013 Q4	$2.06M	Sell	56,828 -24	-0%	-$870	0.33%	76
2013 Q3	$1.77M	Buy	56,852 +23,671	+71%	+$737K	0.32%	76
2013 Q2	$1.03M	Buy	+33,181	New	+$1.03M	0.2%	111