One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,428
| Closed | -$458K | – | 246 |
|
|
2024
Q1 | $458K | Sell |
4,428
-191
| -4% | -$19.8K | 0.08% | 132 |
|
|
2023
Q4 | $373K | Buy |
4,619
+595
| +15% | +$48.1K | 0.07% | 134 |
|
|
2023
Q3 | $285K | Buy |
4,024
+146
| +4% | +$10.4K | 0.06% | 143 |
|
|
2023
Q2 | $279K | Buy |
+3,878
| New | +$279K | 0.06% | 151 |
|
|
2023
Q1 | – | Sell |
-2,550
| Closed | -$193K | – | 364 |
|
|
2022
Q4 | $193K | Buy |
+2,550
| New | +$193K | 0.04% | 198 |
|
|
2022
Q2 | – | Sell |
-3,715
| Closed | -$267K | – | 195 |
|
|
2022
Q1 | $267K | Buy |
+3,715
| New | +$267K | 0.07% | 163 |
|
|
2020
Q1 | – | Sell |
-7,583
| Closed | -$461K | – | 113 |
|
|
2019
Q4 | $461K | Sell |
7,583
-46
| -0.6% | -$2.8K | 0.34% | 41 |
|
|
2019
Q3 | $462K | Sell |
7,629
-1,465
| -16% | -$88.7K | 0.4% | 34 |
|
|
2019
Q2 | $507K | Buy |
9,094
+1,945
| +27% | +$108K | 0.42% | 35 |
|
|
2019
Q1 | $355K | Buy |
+7,149
| New | +$355K | 0.29% | 56 |
|