Concord Wealth Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26
| Closed | -$2.61K | – | 981 |
|
|
2024
Q2 | $2.61K | Hold |
26
| – | – | ﹤0.01% | 642 |
|
|
2024
Q1 | $2.68K | Hold |
26
| – | – | ﹤0.01% | 722 |
|
|
2023
Q4 | $2.09K | Sell |
26
-39
| -60% | -$3.14K | ﹤0.01% | 711 |
|
|
2023
Q3 | $4.63K | Sell |
65
-6
| -8% | -$427 | ﹤0.01% | 729 |
|
|
2023
Q2 | $5.15K | Buy |
71
+62
| +689% | +$4.5K | ﹤0.01% | 702 |
|
|
2023
Q1 | $612 | Sell |
9
-938
| -99% | -$63.8K | ﹤0.01% | 933 |
|
|
2022
Q4 | $71.8K | Buy |
+947
| New | +$71.8K | 0.02% | 304 |
|
|
2022
Q3 | – | Sell |
-1,161
| Closed | -$76K | – | 567 |
|
|
2022
Q2 | $76K | Buy |
1,161
+394
| +51% | +$25.8K | 0.02% | 302 |
|
|
2022
Q1 | $55K | Buy |
767
+25
| +3% | +$1.79K | 0.01% | 412 |
|
|
2021
Q4 | $51K | Buy |
742
+311
| +72% | +$21.4K | 0.01% | 448 |
|
|
2021
Q3 | $30K | Buy |
431
+253
| +142% | +$17.6K | 0.01% | 305 |
|
|
2021
Q2 | $11K | Buy |
178
+118
| +197% | +$7.29K | ﹤0.01% | 611 |
|
|
2021
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 716 |
|