KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,968
| Closed | -$695K | – | 392 |
|
|
2023
Q1 | $695K | Hold |
9,968
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $756K | Hold |
9,968
| – | – | 0.03% | 228 |
|
|
2022
Q3 | $617K | Hold |
9,968
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $652K | Hold |
9,968
| – | – | 0.03% | 232 |
|
|
2022
Q1 | $716K | Buy |
9,968
+1,075
| +12% | +$77.2K | 0.03% | 238 |
|
|
2021
Q4 | $614K | Sell |
8,893
-52
| -0.6% | -$3.59K | 0.02% | 263 |
|
|
2021
Q3 | $628K | Hold |
8,945
| – | – | 0.03% | 249 |
|
|
2021
Q2 | $554K | Hold |
8,945
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $597K | Hold |
8,945
| – | – | 0.03% | 235 |
|
|
2020
Q4 | $438K | Buy |
+8,945
| New | +$438K | 0.02% | 251 |
|