Financial Synergies 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
Q2 | – | Sell |
-4
| Closed | -$413 | – | 226 |
|
|
2024
Q1 | $413 | Hold |
4
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $304 | Hold |
4
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $284 | Hold |
4
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $289 | Hold |
4
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $279 | Hold |
4
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $304 | Hold |
4
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $248 | Hold |
4
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $262 | Buy |
+4
| New | +$262 | ﹤0.01% | 451 |
|