Curated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,282
| Closed | -$434K | – | 144 |
|
|
2022
Q1 | $434K | Hold |
6,282
| – | – | 0.15% | 83 |
|
|
2021
Q4 | $434K | Buy |
6,282
+11
| +0.2% | +$760 | 0.14% | 86 |
|
|
2021
Q3 | $441K | Buy |
6,271
+126
| +2% | +$8.86K | 0.25% | 84 |
|
|
2021
Q2 | $381K | Buy |
6,145
+414
| +7% | +$25.7K | 0.21% | 95 |
|
|
2021
Q1 | $383K | Sell |
5,731
-831
| -13% | -$55.5K | 0.24% | 87 |
|
|
2020
Q4 | $321K | Buy |
+6,562
| New | +$321K | 0.21% | 97 |
|