Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-425
| Closed | -$21K | – | 470 |
|
|
2020
Q4 | $21K | Buy |
425
+85
| +25% | +$4.2K | ﹤0.01% | 475 |
|
|
2020
Q3 | $13K | Buy |
340
+40
| +13% | +$1.53K | ﹤0.01% | 490 |
|
|
2020
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 411 |
|
|
2019
Q2 | – | Sell |
-13,700
| Closed | -$681K | – | 566 |
|
|
2019
Q1 | $681K | Hold |
13,700
| – | – | 0.18% | 111 |
|
|
2018
Q4 | $609K | Hold |
13,700
| – | – | 0.18% | 116 |
|
|
2018
Q3 | $684K | Hold |
13,700
| – | – | 0.17% | 121 |
|
|
2018
Q2 | $700K | Hold |
13,700
| – | – | 0.19% | 115 |
|
|
2018
Q1 | $706K | Hold |
13,700
| – | – | 0.19% | 115 |
|
|
2017
Q4 | $771K | Hold |
13,700
| – | – | 0.2% | 110 |
|
|
2017
Q3 | $759K | Hold |
13,700
| – | – | 0.21% | 101 |
|
|
2017
Q2 | $720K | Hold |
13,700
| – | – | 0.2% | 105 |
|
|
2017
Q1 | $659K | Hold |
13,700
| – | – | 0.19% | 108 |
|
|
2016
Q4 | $653K | Hold |
13,700
| – | – | 0.2% | 97 |
|
|
2016
Q3 | $587K | Hold |
13,700
| – | – | 0.2% | 99 |
|
|
2016
Q2 | $608K | Buy |
+13,700
| New | +$608K | 0.21% | 97 |
|