Veritable’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
-4,882
Closed -$352K 346
2023
Q2
$352K Sell
4,882
-4,432
-48% -$319K 0.01% 649
2023
Q1
$649K Sell
9,314
-199
-2% -$13.9K 0.01% 466
2022
Q4
$721K Buy
9,513
+2,202
+30% +$167K 0.01% 441
2022
Q3
$453K Sell
7,311
-1,821
-20% -$113K 0.01% 524
2022
Q2
$598K Buy
9,132
+252
+3% +$16.5K 0.01% 495
2022
Q1
$638K Buy
8,880
+1,145
+15% +$82.3K 0.01% 496
2021
Q4
$534K Buy
7,735
+18
+0.2% +$1.24K 0.01% 543
2021
Q3
$542K Buy
7,717
+2,363
+44% +$166K 0.01% 521
2021
Q2
$332K Sell
5,354
-8
-0.1% -$496 0.01% 647
2021
Q1
$358K Buy
5,362
+52
+1% +$3.47K 0.01% 597
2020
Q4
$260K Sell
5,310
-4,662
-47% -$228K ﹤0.01% 668
2020
Q3
$368K Sell
9,972
-100
-1% -$3.69K 0.01% 528
2020
Q2
$388K Buy
+10,072
New +$388K 0.01% 529
2020
Q1
Sell
-6,437
Closed -$391K 768
2019
Q4
$391K Buy
6,437
+130
+2% +$7.9K 0.01% 582
2019
Q3
$382K Buy
6,307
+273
+5% +$16.5K 0.01% 582
2019
Q2
$336K Buy
6,034
+79
+1% +$4.4K 0.01% 615
2019
Q1
$296K Buy
5,955
+243
+4% +$12.1K 0.01% 648
2018
Q4
$254K Buy
5,712
+452
+9% +$20.1K 0.01% 650
2018
Q3
$263K Buy
5,260
+60
+1% +$3K 0.01% 679
2018
Q2
$266K Sell
5,200
-823
-14% -$42.1K 0.01% 676
2018
Q1
$310K Sell
6,023
-2,010
-25% -$103K 0.01% 613
2017
Q4
$452K Buy
8,033
+2,229
+38% +$125K 0.01% 522
2017
Q3
$322K Buy
5,804
+45
+0.8% +$2.5K 0.01% 581
2017
Q2
$303K Sell
5,759
-1,558
-21% -$82K 0.01% 617
2017
Q1
$352K Sell
7,317
-62
-0.8% -$2.98K 0.01% 566
2016
Q4
$352K Buy
7,379
+1,300
+21% +$62K 0.01% 550
2016
Q3
$260K Buy
6,079
+508
+9% +$21.7K 0.01% 623
2016
Q2
$247K Sell
5,571
-1,322
-19% -$58.6K 0.01% 614
2016
Q1
$318K Buy
6,893
+134
+2% +$6.18K 0.01% 554
2015
Q4
$294K Sell
6,759
-403
-6% -$17.5K 0.01% 595
2015
Q3
$328K Buy
+7,162
New +$328K 0.01% 545
2015
Q2
Sell
-7,597
Closed -$318K 794
2015
Q1
$318K Sell
7,597
-443
-6% -$18.5K 0.01% 725
2014
Q4
$335K Buy
8,040
+1,234
+18% +$51.4K 0.01% 714
2014
Q3
$254K Sell
6,806
-1,004
-13% -$37.5K 0.01% 822
2014
Q2
$280K Buy
7,810
+1,559
+25% +$55.9K 0.01% 773
2014
Q1
$220K Buy
+6,251
New +$220K ﹤0.01% 829