Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,350
| Closed | -$167K | – | 696 |
|
|
2018
Q3 | $167K | Hold |
3,350
| – | – | 0.06% | 167 |
|
|
2018
Q2 | $171K | Hold |
3,350
| – | – | 0.06% | 172 |
|
|
2018
Q1 | $173K | Hold |
3,350
| – | – | 0.06% | 180 |
|
|
2017
Q4 | $189K | Buy |
+3,350
| New | +$189K | 0.06% | 162 |
|
|
2017
Q3 | – | Sell |
-3,350
| Closed | -$176K | – | 667 |
|
|
2017
Q2 | $176K | Hold |
3,350
| – | – | 0.07% | 150 |
|
|
2017
Q1 | $161K | Sell |
3,350
-1,200
| -26% | -$57.7K | 0.06% | 167 |
|
|
2016
Q4 | $217K | Sell |
4,550
-300
| -6% | -$14.3K | 0.09% | 136 |
|
|
2016
Q3 | $208K | Hold |
4,850
| – | – | 0.09% | 135 |
|
|
2016
Q2 | $215K | Buy |
+4,850
| New | +$215K | 0.1% | 128 |
|