TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-616
| Closed | -$42.9K | – | 1068 |
|
|
2023
Q1 | $42.9K | Buy |
616
+180
| +41% | +$12.5K | 0.01% | 464 |
|
|
2022
Q4 | $33.1K | Sell |
436
-5
| -1% | -$379 | ﹤0.01% | 516 |
|
|
2022
Q3 | $27K | Sell |
441
-47
| -10% | -$2.88K | ﹤0.01% | 542 |
|
|
2022
Q2 | $32K | Buy |
488
+160
| +49% | +$10.5K | ﹤0.01% | 484 |
|
|
2022
Q1 | $24K | Hold |
328
| – | – | ﹤0.01% | 613 |
|
|
2021
Q4 | $23K | Hold |
328
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $23K | Buy |
328
+24
| +8% | +$1.68K | ﹤0.01% | 612 |
|
|
2021
Q2 | $19K | Buy |
304
+134
| +79% | +$8.38K | ﹤0.01% | 611 |
|
|
2021
Q1 | $11K | Buy |
+170
| New | +$11K | ﹤0.01% | 790 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | – | – | 1527 |
|
|
2020
Q1 | $0 | Sell |
7
-15
| -68% | – | ﹤0.01% | 1578 |
|
|
2019
Q4 | $1K | Buy |
22
+15
| +214% | +$682 | ﹤0.01% | 1342 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1538 |
|
|
2019
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1469 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1449 |
|
|
2018
Q4 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 1207 |
|
|
2018
Q3 | $0 | Buy |
10
+5
| +100% | – | ﹤0.01% | 1495 |
|
|
2018
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1540 |
|
|
2014
Q4 | – | Sell |
-172
| Closed | -$6K | – | 905 |
|
|
2014
Q3 | $6K | Buy |
+172
| New | +$6K | ﹤0.01% | 530 |
|