United Capital Financial Advisors’s Hartford Financial Services Grp HIG.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$200K | – | 1378 |
|
|
2017
Q3 | $200K | Buy |
+4,000
| New | +$200K | ﹤0.01% | 1238 |
|
|
2017
Q1 | – | Sell |
-8,334
| Closed | -$344K | – | 1303 |
|
|
2016
Q4 | $344K | Sell |
8,334
-4,166
| -33% | -$172K | ﹤0.01% | 1011 |
|
|
2016
Q3 | $449K | Hold |
12,500
| – | – | ﹤0.01% | 991 |
|
|
2016
Q2 | $463K | Hold |
12,500
| – | – | ﹤0.01% | 934 |
|
|
2016
Q1 | $488K | Hold |
12,500
| – | – | 0.01% | 887 |
|
|
2015
Q4 | $451K | Hold |
12,500
| – | – | 0.01% | 911 |
|
|
2015
Q3 | $477K | Hold |
12,500
| – | – | 0.01% | 907 |
|
|
2015
Q2 | $423K | Hold |
12,500
| – | – | ﹤0.01% | 969 |
|
|
2015
Q1 | $412K | Hold |
12,500
| – | – | 0.01% | 977 |
|
|
2014
Q4 | $424K | Hold |
12,500
| – | – | 0.01% | 870 |
|
|
2014
Q3 | $396K | Hold |
12,500
| – | – | 0.01% | 856 |
|
|
2014
Q2 | $340K | Hold |
12,500
| – | – | 0.01% | 735 |
|
|
2014
Q1 | $333K | Sell |
12,500
-1,500
| -11% | -$40K | 0.01% | 750 |
|
|
2013
Q4 | $385K | Buy |
+14,000
| New | +$385K | 0.01% | 473 |
|
|
2013
Q3 | – | Sell |
-14,000
| Closed | -$307K | – | 766 |
|
|
2013
Q2 | $307K | Buy |
+14,000
| New | +$307K | 0.01% | 596 |
|