Impact Partnership Wealth’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
+5,377
| New | +$682K | 0.13% | 91 |
|
|
2025
Q1 | – | Sell |
-4,583
| Closed | -$501K | – | 296 |
|
|
2024
Q4 | $501K | Buy |
4,583
+491
| +12% | +$53.7K | 0.1% | 127 |
|
|
2024
Q3 | $481K | Buy |
+4,092
| New | +$481K | 0.11% | 117 |
|
|
2024
Q2 | – | Sell |
-2,678
| Closed | -$276K | – | 423 |
|
|
2024
Q1 | $276K | Buy |
2,678
+2,651
| +9,819% | +$273K | 0.11% | 131 |
|
|
2023
Q4 | $2.17K | Sell |
27
-3,666
| -99% | -$295K | ﹤0.01% | 681 |
|
|
2023
Q3 | $262K | Buy |
3,693
+3,651
| +8,693% | +$259K | 0.08% | 143 |
|
|
2023
Q2 | $3.03K | Buy |
+42
| New | +$3.03K | ﹤0.01% | 572 |
|