Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$322 | – | 666 |
|
|
2023
Q4 | $322 | Buy |
+4
| New | +$322 | ﹤0.01% | 648 |
|
|
2019
Q4 | – | Sell |
-3,449
| Closed | -$209K | – | 165 |
|
|
2019
Q3 | $209K | Buy |
+3,449
| New | +$209K | 0.06% | 141 |
|
|
2018
Q1 | – | Sell |
-5,539
| Closed | -$312K | – | 140 |
|
|
2017
Q4 | $312K | Sell |
5,539
-400
| -7% | -$22.5K | 0.11% | 98 |
|
|
2017
Q3 | $329K | Hold |
5,939
| – | – | 0.14% | 63 |
|
|
2017
Q2 | $312K | Hold |
5,939
| – | – | 0.14% | 60 |
|
|
2017
Q1 | $285K | Buy |
+5,939
| New | +$285K | 0.13% | 70 |
|