Realta Investment 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
Q3 | – | Sell |
-3,140
| Closed | -$316K | – | 518 |
|
|
2024
Q2 | $316K | Sell |
3,140
-213
| -6% | -$21.4K | 0.06% | 303 |
|
|
2024
Q1 | $345K | Sell |
3,353
-282
| -8% | -$29.1K | 0.07% | 295 |
|
|
2023
Q4 | $292K | Buy |
3,635
+129
| +4% | +$10.4K | 0.07% | 321 |
|
|
2023
Q3 | $253K | Hold |
3,506
| – | – | 0.06% | 326 |
|
|
2023
Q2 | $253K | Buy |
3,506
+68
| +2% | +$4.9K | 0.06% | 341 |
|
|
2023
Q1 | $240K | Buy |
3,438
+35
| +1% | +$2.44K | 0.06% | 339 |
|
|
2022
Q4 | $258K | Buy |
3,403
+100
| +3% | +$7.58K | 0.06% | 334 |
|
|
2022
Q3 | $205K | Buy |
+3,303
| New | +$205K | 0.05% | 355 |
|
|
2020
Q1 | – | Sell |
-485
| Closed | -$30K | – | 756 |
|
|
2019
Q4 | $30K | Hold |
485
| – | – | 0.01% | 807 |
|
|
2019
Q3 | $29K | Hold |
485
| – | – | 0.01% | 812 |
|
|
2019
Q2 | $27K | Hold |
485
| – | – | 0.01% | 832 |
|
|
2019
Q1 | $24K | Buy |
+485
| New | +$24K | 0.01% | 708 |
|