Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,043
| Closed | -$1.22M | – | 89 |
|
|
2019
Q4 | $1.22M | Buy |
+20,043
| New | +$1.22M | 0.42% | 93 |
|
|
2018
Q2 | – | Sell |
-6,896
| Closed | -$355K | – | 418 |
|
|
2018
Q1 | $355K | Buy |
+6,896
| New | +$355K | 0.22% | 188 |
|
|
2016
Q1 | – | Sell |
-15,497
| Closed | -$673K | – | 180 |
|
|
2015
Q4 | $673K | Buy |
+15,497
| New | +$673K | 0.49% | 74 |
|
|
2015
Q2 | – | Sell |
-11,071
| Closed | -$463K | – | 270 |
|
|
2015
Q1 | $463K | Buy |
+11,071
| New | +$463K | 0.19% | 156 |
|
|
2014
Q2 | – | Sell |
-17,379
| Closed | -$613K | – | 273 |
|
|
2014
Q1 | $613K | Buy |
+17,379
| New | +$613K | 0.34% | 97 |
|