BDO Wealth Advisors’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
Q2 | $10.5K | Buy |
146
+35
| +32% | +$2.52K | ﹤0.01% | 688 |
|
|
2023
Q1 | $7.74K | Hold |
111
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $8.42K | Hold |
111
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $7K | Hold |
111
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $8K | Buy |
111
+50
| +82% | +$3.6K | ﹤0.01% | 765 |
|
|
2021
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 860 |
|
|
2021
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 866 |
|
|
2021
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 898 |
|
|
2021
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $3K | Hold |
61
| – | – | ﹤0.01% | 708 |
|
|
2020
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 687 |
|
|
2019
Q4 | – | Sell |
-225
| Closed | -$14K | – | 607 |
|
|
2019
Q3 | $14K | Hold |
225
| – | – | ﹤0.01% | 431 |
|
|
2019
Q2 | $13K | Hold |
225
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $11K | Hold |
225
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $10K | Sell |
225
-900
| -80% | -$40K | ﹤0.01% | 408 |
|
|
2018
Q3 | $56K | Hold |
1,125
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $58K | Hold |
1,125
| – | – | 0.02% | 271 |
|
|
2018
Q1 | $58K | Buy |
1,125
+75
| +7% | +$3.87K | 0.02% | 232 |
|
|
2017
Q4 | $59K | Sell |
1,050
-260
| -20% | -$14.6K | 0.03% | 198 |
|
|
2017
Q3 | $73K | Hold |
1,310
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $69K | Buy |
+1,310
| New | +$69K | 0.03% | 204 |
|