Summit X LLC’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,984
| Closed | -$647K | – | 228 |
|
|
2023
Q2 | $647K | Sell |
8,984
-1
| -0% | -$72 | 0.16% | 132 |
|
|
2023
Q1 | $626K | Sell |
8,985
-480
| -5% | -$33.5K | 0.16% | 131 |
|
|
2022
Q4 | $619K | Hold |
9,465
| – | – | 0.18% | 122 |
|
|
2022
Q3 | $587K | Hold |
9,465
| – | – | 0.17% | 133 |
|
|
2022
Q2 | $618K | Hold |
9,465
| – | – | 0.18% | 122 |
|
|
2022
Q1 | $681K | Buy |
9,465
+20
| +0.2% | +$1.44K | 0.17% | 123 |
|
|
2021
Q4 | $650K | Hold |
9,445
| – | – | 0.15% | 142 |
|
|
2021
Q3 | $664K | Hold |
9,445
| – | – | 0.17% | 131 |
|
|
2021
Q2 | $585K | Sell |
9,445
-100
| -1% | -$6.19K | 0.15% | 150 |
|
|
2021
Q1 | $636K | Buy |
9,545
+280
| +3% | +$18.7K | 0.17% | 130 |
|
|
2020
Q4 | $454K | Sell |
9,265
-620
| -6% | -$30.4K | 0.13% | 163 |
|
|
2020
Q3 | $1.62K | Buy |
+9,885
| New | +$1.62K | 0.03% | 202 |
|