LWM
LBA Wealth Management’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $49K | Buy |
1,010
+600
| +146% | +$29.1K | 0.03% | 197 |
|
|
2016
Q4 | $20K | Hold |
410
| – | – | 0.01% | 264 |
|
|
2016
Q3 | $18K | Hold |
410
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $18K | Buy |
410
+150
| +58% | +$6.59K | 0.01% | 259 |
|
|
2016
Q1 | $12K | Hold |
260
| – | – | 0.01% | 287 |
|
|
2015
Q4 | $11K | Buy |
+260
| New | +$11K | 0.01% | 285 |
|