GW Henssler & Associates’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 |
-2,540
| Closed | -$255K | – | 203 |
|
2024
Q2 | $255K | Sell |
2,540
-44
| -2% | -$4.42K | 0.02% | 138 |
|
2024
Q1 | $266K | Sell |
2,584
-15
| -0.6% | -$1.55K | 0.02% | 136 |
|
2023
Q4 | $209K | Sell |
2,599
-1,316
| -34% | -$106K | 0.01% | 148 |
|
2023
Q3 | $278K | Sell |
3,915
-1,525
| -28% | -$108K | 0.02% | 131 |
|
2023
Q2 | $392K | Sell |
5,440
-200
| -4% | -$14.4K | 0.03% | 117 |
|
2023
Q1 | $393K | Buy |
5,640
+57
| +1% | +$3.97K | 0.03% | 130 |
|
2022
Q4 | $423K | Hold |
5,583
| – | – | 0.03% | 118 |
|
2022
Q3 | $346K | Buy |
5,583
+848
| +18% | +$52.6K | 0.03% | 123 |
|
2022
Q2 | $310K | Buy |
+4,735
| New | +$310K | 0.02% | 143 |
|
2019
Q2 | – | Sell |
-9,218
| Closed | -$458K | – | 216 |
|
2019
Q1 | $458K | Buy |
+9,218
| New | +$458K | 0.04% | 139 |
|