Pathstone Family Office’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $836K | Buy |
11,762
+6,381
| +119% | +$454K | 0.01% | 795 |
|
|
2023
Q2 | $370K | Buy |
5,381
+713
| +15% | +$49.1K | 0.01% | 884 |
|
|
2023
Q1 | $331K | Sell |
4,668
-15,716
| -77% | -$1.11M | 0.01% | 872 |
|
|
2022
Q4 | $1.1M | Buy |
20,384
+6,879
| +51% | +$371K | 0.01% | 755 |
|
|
2022
Q3 | $839K | Buy |
13,505
+9,662
| +251% | +$600K | 0.01% | 830 |
|
|
2022
Q2 | $252K | Buy |
+3,843
| New | +$252K | 0.01% | 864 |
|
|
2021
Q4 | – | Sell |
-3,623
| Closed | -$256K | – | 907 |
|
|
2021
Q3 | $256K | Buy |
+3,623
| New | +$256K | 0.01% | 723 |
|
|
2018
Q2 | – | Sell |
-115
| Closed | -$6K | – | 224 |
|
|
2018
Q1 | $6K | Buy |
+115
| New | +$6K | ﹤0.01% | 266 |
|
|
2017
Q2 | – | Sell |
-28
| Closed | -$1K | – | 494 |
|
|
2017
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 470 |
|