Empirical Wealth Management’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,056
| Closed | -$778K | – | 504 |
|
|
2023
Q1 | $778K | Buy |
6,056
+662
| +12% | +$85.1K | 0.03% | 258 |
|
|
2022
Q4 | $729K | Buy |
5,394
+372
| +7% | +$50.3K | 0.03% | 254 |
|
|
2022
Q3 | $643K | Buy |
5,022
+1,362
| +37% | +$174K | 0.03% | 256 |
|
|
2022
Q2 | $535K | Buy |
3,660
+1,032
| +39% | +$151K | 0.03% | 283 |
|
|
2022
Q1 | $393K | Buy |
+2,628
| New | +$393K | 0.02% | 358 |
|