J.P. Morgan Private Wealth Advisors’s Hartford Financial Services Grp HIG.WS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-9,000
| Closed | -$405K | – | 1628 |
|
2018
Q3 | $405K | Buy |
+9,000
| New | +$405K | ﹤0.01% | 1161 |
|
2018
Q2 | – | Sell |
-9,200
| Closed | -$424K | – | 1544 |
|
2018
Q1 | $424K | Hold |
9,200
| – | – | ﹤0.01% | 924 |
|
2017
Q4 | $474K | Hold |
9,200
| – | – | ﹤0.01% | 887 |
|
2017
Q3 | $461K | Hold |
9,200
| – | – | ﹤0.01% | 878 |
|
2017
Q2 | $431K | Hold |
9,200
| – | – | ﹤0.01% | 883 |
|
2017
Q1 | $384K | Hold |
9,200
| – | – | ﹤0.01% | 965 |
|
2016
Q4 | $379K | Buy |
+9,200
| New | +$379K | ﹤0.01% | 908 |
|
2016
Q3 | – | Sell |
-9,200
| Closed | -$340K | – | 1294 |
|
2016
Q2 | $340K | Buy |
+9,200
| New | +$340K | ﹤0.01% | 929 |
|
2016
Q1 | – | Sell |
-9,000
| Closed | -$325K | – | 1325 |
|
2015
Q4 | $325K | Hold |
9,000
| – | – | ﹤0.01% | 834 |
|
2015
Q3 | $344K | Sell |
9,000
-9,000
| -50% | -$344K | ﹤0.01% | 744 |
|
2015
Q2 | $608K | Buy |
18,000
+9,000
| +100% | +$304K | 0.01% | 617 |
|
2015
Q1 | $306K | Buy |
+9,000
| New | +$306K | ﹤0.01% | 884 |
|
2014
Q3 | – | Sell |
-9,000
| Closed | -$245K | – | 1109 |
|
2014
Q2 | $245K | Hold |
9,000
| – | – | ﹤0.01% | 759 |
|
2014
Q1 | $240K | Hold |
9,000
| – | – | ﹤0.01% | 771 |
|
2013
Q4 | $248K | Buy |
+9,000
| New | +$248K | 0.01% | 568 |
|