Great Waters Wealth Management’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
Q4 | – | Sell |
-2,598
| Closed | -$306K | – | 114 |
|
|
2024
Q3 | $306K | Buy |
2,598
+3
| +0.1% | +$353 | 0.04% | 85 |
|
|
2024
Q2 | $261K | Buy |
2,595
+3
| +0.1% | +$302 | 0.04% | 86 |
|
|
2024
Q1 | $267K | Buy |
2,592
+4
| +0.2% | +$412 | 0.04% | 80 |
|
|
2023
Q4 | $211K | Buy |
+2,588
| New | +$211K | 0.04% | 90 |
|
|
2023
Q3 | – | Sell |
-2,917
| Closed | -$210K | – | 94 |
|
|
2023
Q2 | $210K | Hold |
2,917
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $203K | Buy |
+2,917
| New | +$203K | 0.04% | 80 |
|