MinichMacGregor Wealth Management’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-135
| Closed | -$6K | – | 260 |
|
|
2018
Q3 | $6K | Sell |
135
-97
| -42% | -$4.31K | ﹤0.01% | 371 |
|
|
2018
Q2 | $11K | Buy |
232
+3
| +1% | +$142 | 0.01% | 292 |
|
|
2018
Q1 | $11K | Buy |
229
+5
| +2% | +$240 | 0.01% | 293 |
|
|
2017
Q4 | $12K | Hold |
224
| – | – | 0.01% | 277 |
|
|
2017
Q3 | $12K | Buy |
224
+2
| +0.9% | +$107 | 0.01% | 253 |
|
|
2017
Q2 | $11K | Sell |
222
-8
| -3% | -$396 | 0.01% | 256 |
|
|
2017
Q1 | $11K | Sell |
230
-3
| -1% | -$143 | 0.01% | 258 |
|
|
2016
Q4 | $11K | Hold |
233
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $9K | Hold |
233
| – | – | 0.01% | 279 |
|
|
2016
Q2 | $10K | Sell |
233
-3
| -1% | -$129 | 0.01% | 256 |
|
|
2016
Q1 | $10K | Sell |
236
-32
| -12% | -$1.36K | 0.01% | 253 |
|
|
2015
Q4 | $11K | Buy |
+268
| New | +$11K | 0.01% | 221 |
|