Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Buy |
34
+12
| +55% | +$1.06K | ﹤0.01% | 603 |
|
|
2021
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 722 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | – | – | 742 |
|
|
2021
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 716 |
|
|
2020
Q3 | – | Sell |
-28
| Closed | -$1K | – | 603 |
|
|
2020
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 689 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 458 |
|
|
2018
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 515 |
|
|
2015
Q4 | – | Sell |
-241
| Closed | -$11K | – | 532 |
|
|
2015
Q3 | $11K | Hold |
241
| – | – | ﹤0.01% | 174 |
|
|
2015
Q2 | $10K | Hold |
241
| – | – | ﹤0.01% | 139 |
|
|
2015
Q1 | $10K | Hold |
241
| – | – | ﹤0.01% | 160 |
|
|
2014
Q4 | $10K | Sell |
241
-179
| -43% | -$7.43K | ﹤0.01% | 166 |
|
|
2014
Q3 | $16K | Hold |
420
| – | – | 0.01% | 141 |
|
|
2014
Q2 | $15K | Buy |
420
+241
| +135% | +$8.61K | 0.01% | 127 |
|
|
2014
Q1 | $6K | Sell |
179
-100
| -36% | -$3.35K | ﹤0.01% | 155 |
|
|
2013
Q4 | $10K | Buy |
279
+100
| +56% | +$3.58K | 0.01% | 170 |
|
|
2013
Q3 | $6K | Hold |
179
| – | – | 0.01% | 147 |
|
|
2013
Q2 | $6K | Buy |
+179
| New | +$6K | 0.01% | 163 |
|