Independent Solutions Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,002
| Closed | -$426K | – | 181 |
|
|
2023
Q3 | $426K | Buy |
6,002
+266
| +5% | +$18.9K | 0.11% | 136 |
|
|
2023
Q2 | $413K | Buy |
5,736
+297
| +5% | +$21.4K | 0.1% | 141 |
|
|
2023
Q1 | $379K | Sell |
5,439
-262
| -5% | -$18.3K | 0.11% | 139 |
|
|
2022
Q4 | $432K | Hold |
5,701
| – | – | 0.13% | 129 |
|
|
2022
Q3 | $353K | Sell |
5,701
-29
| -0.5% | -$1.8K | 0.12% | 142 |
|
|
2022
Q2 | $375K | Buy |
+5,730
| New | +$375K | 0.12% | 133 |
|