Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $157K | Buy |
2,235
+281
| +14% | +$19.7K | 0.02% | 326 |
|
|
2021
Q2 | $121K | Buy |
1,954
+553
| +39% | +$34.2K | 0.02% | 329 |
|
|
2021
Q1 | $93K | Buy |
1,401
+126
| +10% | +$8.36K | 0.02% | 324 |
|
|
2020
Q4 | $62K | Buy |
1,275
+58
| +5% | +$2.82K | 0.01% | 347 |
|
|
2020
Q3 | $44K | Buy |
1,217
+323
| +36% | +$11.7K | 0.01% | 376 |
|
|
2020
Q2 | $33K | Sell |
894
-43
| -5% | -$1.59K | 0.01% | 412 |
|
|
2020
Q1 | $31K | Buy |
937
+661
| +239% | +$21.9K | 0.01% | 385 |
|
|
2019
Q4 | $16K | Buy |
276
+28
| +11% | +$1.62K | ﹤0.01% | 590 |
|
|
2019
Q3 | $15K | Hold |
248
| – | – | ﹤0.01% | 587 |
|
|
2019
Q2 | $13K | Buy |
248
+94
| +61% | +$4.93K | ﹤0.01% | 639 |
|
|
2019
Q1 | $7K | Hold |
154
| – | – | ﹤0.01% | 763 |
|
|
2018
Q4 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 625 |
|