Heritage Wealth Management (Arizona)’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51.6K | Buy |
680
+363
| +115% | +$27.5K | 0.01% | 494 |
|
|
2022
Q3 | $20K | Buy |
317
+22
| +7% | +$1.39K | 0.01% | 526 |
|
|
2022
Q2 | $19.3K | Hold |
295
| – | – | 0.01% | 547 |
|
|
2022
Q1 | $21K | Buy |
+295
| New | +$21K | 0.01% | 587 |
|
|
2021
Q3 | $42K | Hold |
596
| – | – | 0.01% | 476 |
|
|
2021
Q2 | $37K | Sell |
596
-148
| -20% | -$9.19K | 0.01% | 494 |
|
|
2021
Q1 | $50K | Buy |
+744
| New | +$50K | 0.03% | 373 |
|