Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $412K | Sell |
4,099
-830
| -17% | -$83.5K | 0.09% | 96 |
|
|
2024
Q1 | $508K | Buy |
4,929
+422
| +9% | +$43.5K | 0.11% | 85 |
|
|
2023
Q4 | $362K | Buy |
4,507
+637
| +16% | +$51.2K | 0.09% | 91 |
|
|
2023
Q3 | $275K | Buy |
3,870
+431
| +13% | +$30.6K | 0.07% | 113 |
|
|
2023
Q2 | $248K | Buy |
3,439
+1,850
| +116% | +$133K | 0.07% | 109 |
|
|
2023
Q1 | $108K | Buy |
1,589
+986
| +164% | +$67.1K | 0.03% | 199 |
|
|
2022
Q4 | $46K | Buy |
603
+15
| +3% | +$1.14K | 0.01% | 330 |
|
|
2022
Q3 | $38K | Buy |
588
+163
| +38% | +$10.5K | 0.01% | 347 |
|
|
2022
Q2 | $27K | Sell |
425
-28
| -6% | -$1.78K | 0.01% | 419 |
|
|
2022
Q1 | $33K | Hold |
453
| – | – | 0.01% | 373 |
|
|
2021
Q4 | $31K | Sell |
453
-29
| -6% | -$1.99K | 0.01% | 405 |
|
|
2021
Q3 | $34K | Buy |
482
+79
| +20% | +$5.57K | 0.01% | 353 |
|
|
2021
Q2 | $25K | Hold |
403
| – | – | 0.01% | 381 |
|
|
2021
Q1 | $27K | Buy |
403
+88
| +28% | +$5.9K | 0.01% | 343 |
|
|
2020
Q4 | $15K | Buy |
315
+272
| +633% | +$13K | 0.01% | 390 |
|
|
2020
Q3 | $2K | Sell |
43
-15
| -26% | -$698 | ﹤0.01% | 506 |
|
|
2020
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 280 |
|