NWAM LLC’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,809
| – | – | 0.02% | 486 |
|
|
2025
Q1 | $224K | Sell |
1,809
-1,029
| -36% | -$127K | 0.02% | 466 |
|
|
2024
Q4 | $310K | Buy |
2,838
+16
| +0.6% | +$1.75K | 0.02% | 474 |
|
|
2024
Q3 | $332K | Buy |
+2,822
| New | +$332K | 0.02% | 468 |
|
|
2024
Q2 | – | Sell |
-3,288
| Closed | -$333K | – | 311 |
|
|
2024
Q1 | $333K | Sell |
3,288
-67
| -2% | -$6.79K | 0.03% | 412 |
|
|
2023
Q4 | $270K | Buy |
+3,355
| New | +$270K | 0.02% | 458 |
|
|
2023
Q3 | – | Sell |
-3,285
| Closed | -$237K | – | 518 |
|
|
2023
Q2 | $237K | Buy |
+3,285
| New | +$237K | 0.02% | 471 |
|
|
2023
Q1 | – | Sell |
-3,952
| Closed | -$300K | – | 514 |
|
|
2022
Q4 | $300K | Buy |
+3,952
| New | +$300K | 0.03% | 411 |
|
|
2022
Q3 | – | Sell |
-3,853
| Closed | -$251K | – | 506 |
|
|
2022
Q2 | $251K | Buy |
+3,853
| New | +$251K | 0.02% | 441 |
|
|
2021
Q4 | – | Sell |
-3,108
| Closed | -$218K | – | 514 |
|
|
2021
Q3 | $218K | Buy |
+3,108
| New | +$218K | 0.02% | 459 |
|
|
2021
Q2 | – | Sell |
-4,297
| Closed | -$287K | – | 490 |
|
|
2021
Q1 | $287K | Sell |
4,297
-1,809
| -30% | -$121K | 0.03% | 386 |
|
|
2020
Q4 | $299K | Buy |
+6,106
| New | +$299K | 0.03% | 345 |
|