Exencial Wealth Advisors’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
-3,747
Closed -$377K 495
2024
Q2
$377K Sell
3,747
-518
-12% -$52.1K 0.01% 394
2024
Q1
$440K Buy
+4,265
New +$440K 0.02% 371