Mosaic Family Wealth’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-107
| Closed | -$5K | – | 713 |
|
|
2017
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 561 |
|
|
2016
Q4 | $5K | Sell |
107
-41
| -28% | -$1.92K | ﹤0.01% | 552 |
|
|
2016
Q3 | $6K | Sell |
148
-98
| -40% | -$3.97K | ﹤0.01% | 556 |
|
|
2016
Q2 | $11K | Hold |
246
| – | – | 0.01% | 517 |
|
|
2016
Q1 | $11K | Hold |
246
| – | – | 0.01% | 512 |
|
|
2015
Q4 | $10K | Buy |
+246
| New | +$10K | ﹤0.01% | 526 |
|