One Wealth Advisors’s Hartford Financial Services HIG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,428	Closed	-$458K	–	246
2024 Q1	$458K	Sell	4,428 -191	-4%	-$17.5K	0.08%	132
2023 Q4	$373K	Buy	4,619 +595	+15%	+$44.8K	0.07%	134
2023 Q3	$285K	Buy	4,024 +146	+4%	+$10.6K	0.06%	143
2023 Q2	$279K	Buy	+3,878	New	+$272K	0.06%	151
2023 Q1	–	Sell	-2,550	Closed	-$193K	–	364
2022 Q4	$193K	Buy	+2,550	New	+$184K	0.04%	198
2022 Q2	–	Sell	-3,715	Closed	-$267K	–	195
2022 Q1	$267K	Buy	+3,715	New	+$262K	0.07%	163
2020 Q1	–	Sell	-7,583	Closed	-$461K	–	113
2019 Q4	$461K	Sell	7,583 -46	-0.6%	-$2.76K	0.34%	41
2019 Q3	$462K	Sell	7,629 -1,465	-16%	-$85.7K	0.4%	34
2019 Q2	$507K	Buy	9,094 +1,945	+27%	+$103K	0.42%	35
2019 Q1	$355K	Buy	+7,149	New	+$340K	0.29%	56