JOYN Advisors’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,522
| Closed | -$112K | – | 653 |
|
2018
Q4 | $112K | Sell |
2,522
-2,327
| -48% | -$103K | 0.03% | 174 |
|
2018
Q3 | $242K | Sell |
4,849
-1,083
| -18% | -$54K | 0.05% | 127 |
|
2018
Q2 | $303K | Sell |
5,932
-7,979
| -57% | -$408K | 0.06% | 94 |
|
2018
Q1 | $717K | Sell |
13,911
-2,358
| -14% | -$122K | 0.15% | 44 |
|
2017
Q4 | $916K | Buy |
+16,269
| New | +$916K | 0.19% | 43 |
|