FormulaFolio Investments’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-14,126
| Closed | -$787K | – | 355 |
|
2019
Q2 | $787K | Buy |
14,126
+5,410
| +62% | +$301K | 0.03% | 161 |
|
2019
Q1 | $433K | Buy |
+8,716
| New | +$433K | 0.02% | 213 |
|
2017
Q1 | – | Sell |
-11,533
| Closed | -$550K | – | 220 |
|
2016
Q4 | $550K | Buy |
+11,533
| New | +$550K | 0.07% | 93 |
|
2016
Q2 | – | Sell |
-26,403
| Closed | -$1.22M | – | 132 |
|
2016
Q1 | $1.22M | Buy |
+26,403
| New | +$1.22M | 0.21% | 41 |
|
2015
Q3 | – | Sell |
-24,805
| Closed | -$1.03M | – | 103 |
|
2015
Q2 | $1.03M | Buy |
+24,805
| New | +$1.03M | 0.29% | 34 |
|