GA
Goldstein Advisors’s Hartford Financial Services HIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,000
| Closed | -$371K | – | 215 |
|
2025
Q1 | $371K | Hold |
3,000
| – | – | 0.05% | 115 |
|
2024
Q4 | $328K | Hold |
3,000
| – | – | 0.05% | 127 |
|
2024
Q3 | $353K | Hold |
3,000
| – | – | 0.05% | 111 |
|
2024
Q2 | $302K | Hold |
3,000
| – | – | 0.05% | 117 |
|
2024
Q1 | $309K | Hold |
3,000
| – | – | 0.05% | 111 |
|
2023
Q4 | $241K | Sell |
3,000
-200
| -6% | -$16.1K | 0.04% | 161 |
|
2023
Q3 | $227K | Buy |
3,200
+200
| +7% | +$14.2K | 0.05% | 125 |
|
2023
Q2 | $216K | Hold |
3,000
| – | – | 0.05% | 137 |
|
2023
Q1 | $209K | Hold |
3,000
| – | – | 0.05% | 134 |
|
2022
Q4 | $227K | Buy |
+3,000
| New | +$227K | 0.05% | 122 |
|