Gradient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-109
| Closed | -$11K | – | 746 |
|
|
2024
Q2 | $11K | Buy |
+109
| New | +$11K | ﹤0.01% | 726 |
|
|
2024
Q1 | – | Sell |
-440
| Closed | -$35.4K | – | 1493 |
|
|
2023
Q4 | $35.4K | Hold |
440
| – | – | ﹤0.01% | 609 |
|
|
2023
Q3 | $31.2K | Hold |
440
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $31.7K | Hold |
440
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $30.7K | Hold |
440
| – | – | ﹤0.01% | 588 |
|
|
2022
Q4 | $33.4K | Hold |
440
| – | – | ﹤0.01% | 583 |
|
|
2022
Q3 | $27K | Buy |
+440
| New | +$27K | ﹤0.01% | 606 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1143 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1005 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 431 |
|
|
2017
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 845 |
|
|
2016
Q1 | – | Sell |
-63
| Closed | -$3K | – | 754 |
|
|
2015
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 555 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$2K | – | 609 |
|
|
2013
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 408 |
|