Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.25K | Buy |
+77
| New | +$6.25K | ﹤0.01% | 835 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 907 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$1K | – | 916 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 725 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 655 |
|
|
2020
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 618 |
|
|
2020
Q3 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 677 |
|
|
2020
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 684 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 632 |
|
|
2019
Q4 | $1K | Sell |
10
-83
| -89% | -$8.3K | ﹤0.01% | 567 |
|
|
2019
Q3 | $6K | Buy |
93
+1
| +1% | +$65 | ﹤0.01% | 400 |
|
|
2019
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $5K | Buy |
92
+1
| +1% | +$54 | ﹤0.01% | 434 |
|
|
2018
Q4 | $4K | Buy |
91
+1
| +1% | +$44 | ﹤0.01% | 453 |
|
|
2018
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 457 |
|
|
2018
Q2 | $5K | Buy |
90
+70
| +350% | +$3.89K | ﹤0.01% | 450 |
|
|
2018
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 570 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 571 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 554 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 578 |
|
|
2017
Q1 | $1K | Sell |
10
-220
| -96% | -$22K | ﹤0.01% | 539 |
|
|
2016
Q4 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 287 |
|