IWA
IVC Wealth Advisors’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,864
| Closed | -$288K | – | 168 |
|
|
2024
Q2 | $288K | Buy |
2,864
+4
| +0.1% | +$402 | 0.16% | 123 |
|
|
2024
Q1 | $295K | Buy |
2,860
+5
| +0.2% | +$515 | 0.17% | 126 |
|
|
2023
Q4 | $230K | Sell |
2,855
-245
| -8% | -$19.7K | 0.14% | 133 |
|
|
2023
Q3 | $220K | Buy |
3,100
+4
| +0.1% | +$284 | 0.15% | 131 |
|
|
2023
Q2 | $223K | Buy |
3,096
+5
| +0.2% | +$360 | 0.14% | 131 |
|
|
2023
Q1 | $215K | Buy |
3,091
+4
| +0.1% | +$279 | 0.15% | 132 |
|
|
2022
Q4 | $234K | Buy |
+3,087
| New | +$234K | 0.17% | 128 |
|
|
2022
Q3 | – | Sell |
-3,242
| Closed | -$212K | – | 142 |
|
|
2022
Q2 | $212K | Buy |
3,242
+69
| +2% | +$4.51K | 0.16% | 132 |
|
|
2022
Q1 | $228K | Buy |
3,173
+4
| +0.1% | +$287 | 0.15% | 136 |
|
|
2021
Q4 | $219K | Buy |
3,169
+4
| +0.1% | +$276 | 0.14% | 130 |
|
|
2021
Q3 | $222K | Sell |
3,165
-496
| -14% | -$34.8K | 0.15% | 122 |
|
|
2021
Q2 | $227K | Buy |
3,661
+4
| +0.1% | +$248 | 0.16% | 120 |
|
|
2021
Q1 | $244K | Buy |
+3,657
| New | +$244K | 0.19% | 104 |
|