Security National Trust’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-239
| Closed | -$11K | – | 377 |
|
|
2018
Q4 | $11K | Hold |
239
| – | – | ﹤0.01% | 315 |
|
|
2018
Q3 | $12K | Hold |
239
| – | – | ﹤0.01% | 328 |
|
|
2018
Q2 | $12K | Hold |
239
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $12K | Hold |
239
| – | – | ﹤0.01% | 330 |
|
|
2017
Q4 | $13K | Hold |
239
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $13K | Hold |
239
| – | – | ﹤0.01% | 332 |
|
|
2017
Q2 | $13K | Hold |
239
| – | – | ﹤0.01% | 349 |
|
|
2017
Q1 | $11K | Buy |
+239
| New | +$11K | ﹤0.01% | 357 |
|
|
2016
Q3 | – | Sell |
-117
| Closed | -$5K | – | 462 |
|
|
2016
Q2 | $5K | Hold |
117
| – | – | ﹤0.01% | 417 |
|
|
2016
Q1 | $5K | Hold |
117
| – | – | ﹤0.01% | 413 |
|
|
2015
Q4 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 411 |
|
|
2015
Q2 | – | Sell |
-3
| Closed | – | – | 476 |
|
|
2015
Q1 | $0 | Sell |
3
-516
| -99% | – | ﹤0.01% | 490 |
|
|
2014
Q4 | $22K | Buy |
519
+251
| +94% | +$10.6K | 0.01% | 344 |
|
|
2014
Q3 | $10K | Buy |
268
+68
| +34% | +$2.54K | ﹤0.01% | 411 |
|
|
2014
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2014
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 436 |
|
|
2013
Q4 | $7K | Sell |
200
-60
| -23% | -$2.1K | ﹤0.01% | 438 |
|
|
2013
Q3 | $8K | Buy |
260
+18
| +7% | +$554 | ﹤0.01% | 410 |
|
|
2013
Q2 | $7K | Buy |
+242
| New | +$7K | ﹤0.01% | 408 |
|