Patton Albertson Miller Group’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-655
| Closed | -$29K | – | 185 |
|
|
2018
Q3 | $29K | Buy |
+655
| New | +$29K | 0.01% | 201 |
|
|
2015
Q3 | – | Sell |
-9,083
| Closed | -$378K | – | 118 |
|
|
2015
Q2 | $378K | Sell |
9,083
-7,560
| -45% | -$315K | 0.17% | 109 |
|
|
2015
Q1 | $696K | Buy |
16,643
+2,927
| +21% | +$122K | 0.28% | 90 |
|
|
2014
Q4 | $572K | Buy |
13,716
+4,905
| +56% | +$205K | 0.27% | 105 |
|
|
2014
Q3 | $331K | Buy |
+8,811
| New | +$331K | 0.17% | 134 |
|