Guardian 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 |
-4,750
| Closed | -$284K | – | 148 |
|
|
2019
Q4 | $284K | Sell |
4,750
-100
| -2% | -$5.98K | 0.04% | 145 |
|
|
2019
Q3 | $282K | Sell |
4,850
-375
| -7% | -$21.8K | 0.04% | 143 |
|
|
2019
Q2 | $298K | Hold |
5,225
| – | – | 0.04% | 141 |
|
|
2019
Q1 | $266K | Sell |
5,225
-250
| -5% | -$12.7K | 0.04% | 141 |
|
|
2018
Q4 | $244K | Sell |
5,475
-525
| -9% | -$23.4K | 0.04% | 137 |
|
|
2018
Q3 | $304K | Hold |
6,000
| – | – | 0.04% | 133 |
|
|
2018
Q2 | $318K | Sell |
6,000
-150
| -2% | -$7.95K | 0.04% | 135 |
|
|
2018
Q1 | $318K | Hold |
6,150
| – | – | 0.04% | 133 |
|
|
2017
Q4 | $344K | Sell |
6,150
-125
| -2% | -$6.99K | 0.05% | 136 |
|
|
2017
Q3 | $354K | Buy |
6,275
+100
| +2% | +$5.64K | 0.05% | 126 |
|
|
2017
Q2 | $329K | Sell |
6,175
-1,144
| -16% | -$61K | 0.05% | 131 |
|
|
2017
Q1 | $352K | Sell |
7,319
-525
| -7% | -$25.2K | 0.05% | 128 |
|
|
2016
Q4 | $379K | Sell |
7,844
-350
| -4% | -$16.9K | 0.05% | 126 |
|
|
2016
Q3 | $351K | Sell |
8,194
-325
| -4% | -$13.9K | 0.06% | 123 |
|
|
2016
Q2 | $355K | Sell |
8,519
-400
| -4% | -$16.7K | 0.07% | 126 |
|
|
2016
Q1 | $397K | Sell |
8,919
-575
| -6% | -$25.6K | 0.07% | 121 |
|
|
2015
Q4 | $397K | Sell |
9,494
-1,050
| -10% | -$43.9K | 0.08% | 125 |
|
|
2015
Q3 | $471K | Sell |
10,544
-675
| -6% | -$30.2K | 0.1% | 119 |
|
|
2015
Q2 | $515K | Sell |
11,219
-131
| -1% | -$6.01K | 0.1% | 121 |
|
|
2015
Q1 | $589K | Sell |
11,350
-1,810
| -14% | -$93.9K | 0.09% | 123 |
|
|
2014
Q4 | $617K | Sell |
13,160
-1,025
| -7% | -$48.1K | 0.1% | 122 |
|
|
2014
Q3 | $590K | Buy |
14,185
+650
| +5% | +$27K | 0.1% | 123 |
|
|
2014
Q2 | $495K | Sell |
13,535
-1,700
| -11% | -$62.2K | 0.09% | 134 |
|
|
2014
Q1 | $545K | Buy |
15,235
+910
| +6% | +$32.6K | 0.1% | 121 |
|
|
2013
Q4 | $527K | Sell |
14,325
-175
| -1% | -$6.44K | 0.1% | 126 |
|
|
2013
Q3 | $451K | Buy |
14,500
+125
| +0.9% | +$3.89K | 0.1% | 132 |
|
|
2013
Q2 | $434K | Buy |
+14,375
| New | +$434K | 0.12% | 113 |
|