Evoke Wealth’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
Q4 | – | Sell |
-275
| Closed | -$17K | – | 704 |
|
|
2022
Q3 | $17K | Hold |
275
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $18K | Sell |
275
-10
| -4% | -$655 | ﹤0.01% | 665 |
|
|
2022
Q1 | $21K | Buy |
285
+19
| +7% | +$1.4K | ﹤0.01% | 650 |
|
|
2021
Q4 | $18K | Buy |
266
+5
| +2% | +$338 | ﹤0.01% | 695 |
|
|
2021
Q3 | $18K | Hold |
261
| – | – | ﹤0.01% | 655 |
|
|
2021
Q2 | $16K | Sell |
261
-9
| -3% | -$552 | ﹤0.01% | 683 |
|
|
2021
Q1 | $18K | Hold |
270
| – | – | ﹤0.01% | 603 |
|
|
2020
Q4 | $13K | Buy |
270
+25
| +10% | +$1.2K | ﹤0.01% | 542 |
|
|
2020
Q3 | $9K | Sell |
245
-56
| -19% | -$2.06K | ﹤0.01% | 578 |
|
|
2020
Q2 | $12K | Buy |
301
+22
| +8% | +$877 | ﹤0.01% | 526 |
|
|
2020
Q1 | $9.92K | Sell |
279
-255
| -48% | -$9.07K | ﹤0.01% | 506 |
|
|
2019
Q4 | $32.6K | Buy |
534
+1
| +0.2% | +$61 | ﹤0.01% | 494 |
|
|
2019
Q3 | $32.5K | Buy |
+533
| New | +$32.5K | ﹤0.01% | 539 |
|