Glassman Wealth Services’s Hartford Financial Services HIG Stock Holding History

Glassman Wealth Services’s Portfolio HIG Stock Details HIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,387	Closed	-$111K	–	897
2023 Q4	$111K	Hold	1,387	–	–	0.02%	277
2023 Q3	$98.4K	Buy	1,387 +36	+3%	+$2.55K	0.02%	282
2023 Q2	$97.3K	Buy	1,351 +1,029	+320%	+$74.1K	0.02%	266
2023 Q1	$22.4K	Buy	322 +1	+0.3%	+$70	﹤0.01%	615
2022 Q4	$24.3K	Sell	321 -7	-2%	-$531	﹤0.01%	615
2022 Q3	$20K	Buy	328 +5	+2%	+$305	﹤0.01%	615
2022 Q2	$21K	Hold	323	–	–	﹤0.01%	605
2022 Q1	$23K	Buy	323 +19	+6%	+$1.35K	﹤0.01%	606
2021 Q4	$21K	Buy	304 +40	+15%	+$2.76K	﹤0.01%	596
2021 Q3	$19K	Buy	264 +21	+9%	+$1.51K	﹤0.01%	592
2021 Q2	$15K	Buy	243 +27	+13%	+$1.67K	﹤0.01%	650
2021 Q1	$14K	Buy	216 +19	+10%	+$1.23K	﹤0.01%	627
2020 Q4	$10K	Buy	197 +4	+2%	+$203	﹤0.01%	713
2020 Q3	$7K	Hold	193	–	–	﹤0.01%	698
2020 Q2	$7K	Sell	193 -19	-9%	-$689	﹤0.01%	554
2020 Q1	$7K	Sell	212 -88	-29%	-$2.91K	﹤0.01%	476
2019 Q4	$18K	Hold	300	–	–	0.01%	392
2019 Q3	$18K	Hold	300	–	–	0.01%	368
2019 Q2	$17K	Buy	300 +12	+4%	+$680	0.01%	385
2019 Q1	$14K	Buy	288 +84	+41%	+$4.08K	0.01%	408
2018 Q4	$9K	Buy	204 +23	+13%	+$1.02K	﹤0.01%	366
2018 Q3	$9K	Hold	181	–	–	﹤0.01%	404
2018 Q2	$9K	Buy	181 +5	+3%	+$249	﹤0.01%	378
2018 Q1	$9K	Hold	176	–	–	0.01%	366
2017 Q4	$10K	Hold	176	–	–	0.01%	328
2017 Q3	$10K	Sell	176 -84	-32%	-$4.77K	0.01%	297
2017 Q2	$14K	Hold	260	–	–	0.01%	272
2017 Q1	$12K	Hold	260	–	–	0.01%	327
2016 Q4	$12K	Hold	260	–	–	0.01%	337
2016 Q3	$11K	Buy	260 +10	+4%	+$423	0.01%	287
2016 Q2	$11K	Hold	250	–	–	0.01%	313
2016 Q1	$12K	Hold	250	–	–	0.01%	286
2015 Q4	$11K	Hold	250	–	–	0.01%	302
2015 Q3	$11K	Hold	250	–	–	0.01%	293
2015 Q2	$10K	Hold	250	–	–	0.01%	319
2015 Q1	$10K	Hold	250	–	–	0.01%	324
2014 Q4	$10K	Buy	+250	New	+$10K	0.01%	362