Jaffetilchin Investment Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-462
| Closed | -$54.3K | – | 763 |
|
2024
Q3 | $54.3K | Buy |
+462
| New | +$54.3K | ﹤0.01% | 562 |
|
2024
Q1 | – | Sell |
-4,147
| Closed | -$333K | – | 375 |
|
2023
Q4 | $333K | Sell |
4,147
-1,513
| -27% | -$122K | 0.03% | 267 |
|
2023
Q3 | $401K | Buy |
5,660
+1,455
| +35% | +$103K | 0.04% | 232 |
|
2023
Q2 | $303K | Buy |
+4,205
| New | +$303K | 0.03% | 284 |
|
2019
Q4 | – | Sell |
-7,099
| Closed | -$430K | – | 235 |
|
2019
Q3 | $430K | Sell |
7,099
-308
| -4% | -$18.7K | 0.1% | 129 |
|
2019
Q2 | $413K | Buy |
+7,407
| New | +$413K | 0.1% | 152 |
|
2017
Q2 | – | Sell |
-8,147
| Closed | -$392K | – | 253 |
|
2017
Q1 | $392K | Buy |
8,147
+97
| +1% | +$4.67K | 0.1% | 166 |
|
2016
Q4 | $384K | Buy |
+8,050
| New | +$384K | 0.11% | 149 |
|
2015
Q4 | – | Sell |
-7,699
| Closed | -$352K | – | 202 |
|
2015
Q3 | $352K | Buy |
+7,699
| New | +$352K | 0.13% | 114 |
|