BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1008 |
|
|
2022
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 907 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 986 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 968 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 916 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 862 |
|
|
2020
Q4 | $1K | Buy |
18
+4
| +29% | +$222 | ﹤0.01% | 863 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 812 |
|
|
2020
Q2 | $1K | Sell |
14
-24
| -63% | -$1.71K | ﹤0.01% | 864 |
|
|
2020
Q1 | $1K | Buy |
38
+14
| +58% | +$368 | ﹤0.01% | 831 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 854 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 661 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 697 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 660 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$51K | – | 631 |
|
|
2018
Q2 | $51K | Buy |
+1,000
| New | +$51K | 0.01% | 318 |
|