PWS
Precision Wealth Strategies’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,172
| Closed | -$392K | – | 90 |
|
|
2022
Q4 | $392K | Sell |
5,172
-22
| -0.4% | -$1.67K | 0.41% | 53 |
|
|
2022
Q3 | $360K | Sell |
5,194
-487
| -9% | -$33.8K | 0.32% | 74 |
|
|
2022
Q2 | $364K | Buy |
5,681
+294
| +5% | +$18.8K | 0.29% | 78 |
|
|
2022
Q1 | $387K | Sell |
5,387
-2,021
| -27% | -$145K | 0.23% | 91 |
|
|
2021
Q4 | $511K | Buy |
7,408
+1,088
| +17% | +$75.1K | 0.37% | 82 |
|
|
2021
Q3 | $444K | Buy |
+6,320
| New | +$444K | 0.34% | 70 |
|