Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$60K | – | 283 |
|
|
2019
Q1 | $60K | Hold |
1,200
| – | – | 0.03% | 146 |
|
|
2018
Q4 | $54K | Hold |
1,200
| – | – | 0.03% | 146 |
|
|
2018
Q3 | $60K | Hold |
1,200
| – | – | 0.03% | 147 |
|
|
2018
Q2 | $62K | Hold |
1,200
| – | – | 0.03% | 141 |
|
|
2018
Q1 | $62K | Hold |
1,200
| – | – | 0.03% | 138 |
|
|
2017
Q4 | $68K | Hold |
1,200
| – | – | 0.03% | 134 |
|
|
2017
Q3 | $67K | Hold |
1,200
| – | – | 0.03% | 134 |
|
|
2017
Q2 | $63K | Hold |
1,200
| – | – | 0.03% | 140 |
|
|
2017
Q1 | $58K | Hold |
1,200
| – | – | 0.03% | 147 |
|
|
2016
Q4 | $57K | Buy |
+1,200
| New | +$57K | 0.03% | 155 |
|