Joel Isaacson & Co’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,097
| Closed | -$50K | – | 765 |
|
|
2015
Q3 | $50K | Buy |
1,097
+900
| +457% | +$41K | 0.01% | 337 |
|
|
2015
Q2 | $8K | Hold |
197
| – | – | ﹤0.01% | 615 |
|
|
2015
Q1 | $8K | Hold |
197
| – | – | ﹤0.01% | 588 |
|
|
2014
Q4 | $8K | Sell |
197
-28
| -12% | -$1.14K | ﹤0.01% | 521 |
|
|
2014
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 505 |
|
|
2014
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 485 |
|
|
2014
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 482 |
|
|
2013
Q4 | $8K | Hold |
225
| – | – | ﹤0.01% | 444 |
|
|
2013
Q3 | $7K | Hold |
225
| – | – | ﹤0.01% | 429 |
|
|
2013
Q2 | $7K | Buy |
+225
| New | +$7K | ﹤0.01% | 396 |
|