Kelly Lawrence W & Associates’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-411,530
| Closed | -$15.3M | – | 134 |
|
|
2014
Q3 | $15.3M | Sell |
411,530
-8,800
| -2% | -$328K | 3.26% | 4 |
|
|
2014
Q2 | $15.1M | Sell |
420,330
-1,700
| -0.4% | -$60.9K | 3.21% | 6 |
|
|
2014
Q1 | $14.9M | Sell |
422,030
-4,189
| -1% | -$148K | 3.42% | 7 |
|
|
2013
Q4 | $15.4M | Sell |
426,219
-54,150
| -11% | -$1.96M | 3.44% | 5 |
|
|
2013
Q3 | $14.9M | Sell |
480,369
-3,700
| -0.8% | -$115K | 3.53% | 2 |
|
|
2013
Q2 | $15M | Buy |
+484,069
| New | +$15M | 3.8% | 2 |
|