Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-28,826
| Closed | -$1.37M | – | 270 |
|
|
2017
Q1 | $1.37M | Buy |
+28,826
| New | +$1.37M | 0.31% | 92 |
|
|
2016
Q4 | – | Sell |
-23,096
| Closed | -$984K | – | 89 |
|
|
2016
Q3 | $984K | Buy |
23,096
+5,444
| +31% | +$232K | 0.12% | 222 |
|
|
2016
Q2 | $778K | Buy |
17,652
+88
| +0.5% | +$3.88K | 0.11% | 249 |
|
|
2016
Q1 | $812K | Buy |
+17,564
| New | +$812K | 0.11% | 238 |
|
|
2015
Q4 | – | Sell |
-17,391
| Closed | -$795K | – | 710 |
|
|
2015
Q3 | $795K | Buy |
+17,391
| New | +$795K | 0.11% | 245 |
|
|
2015
Q2 | – | Hold |
0
| – | -$504K | – | 313 |
|
|
2015
Q1 | – | Hold |
0
| – | -$717K | – | 199 |
|
|
2014
Q4 | – | Hold |
0
| – | -$565K | – | 247 |
|
|
2014
Q3 | – | Hold |
0
| – | -$535K | – | 239 |
|
|
2014
Q2 | – | Sell |
-14,795
| Closed | -$513K | – | 259 |
|
|
2014
Q1 | $513K | Buy |
+14,795
| New | +$513K | 0.06% | 263 |
|
|
2013
Q4 | – | Sell |
-8,776
| Closed | -$274K | – | 547 |
|
|
2013
Q3 | $274K | Buy |
+8,776
| New | +$274K | 0.04% | 386 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 367 |
|