IWA
IBEX Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
+4,918
| New | +$624K | 0.07% | 139 |
|
|
2025
Q1 | – | Sell |
-6,555
| Closed | -$717K | – | 161 |
|
|
2024
Q4 | $717K | Buy |
+6,555
| New | +$717K | 0.08% | 133 |
|
|
2024
Q3 | – | Sell |
-4,815
| Closed | -$484K | – | 155 |
|
|
2024
Q2 | $484K | Sell |
4,815
-1,376
| -22% | -$138K | 0.08% | 96 |
|
|
2024
Q1 | $469K | Buy |
6,191
+6,187
| +154,675% | +$469K | 0.13% | 93 |
|
|
2023
Q4 | $340 | Buy |
+4
| New | +$340 | 0.07% | 96 |
|
|
2023
Q1 | – | Sell |
-6,191
| Closed | -$469K | – | 123 |
|
|
2022
Q4 | $469K | Buy |
+6,191
| New | +$469K | 0.11% | 132 |
|
|
2017
Q1 | – | Sell |
-1,685
| Closed | -$81K | – | 195 |
|
|
2016
Q4 | $81K | Buy |
+1,685
| New | +$81K | 0.04% | 153 |
|