Veritable’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,882
| Closed | -$352K | – | 346 |
|
|
2023
Q2 | $352K | Sell |
4,882
-4,432
| -48% | -$311K | 0.01% | 650 |
|
|
2023
Q1 | $649K | Sell |
9,314
-199
| -2% | -$14.8K | 0.01% | 467 |
|
|
2022
Q4 | $721K | Buy |
9,513
+2,202
| +30% | +$159K | 0.01% | 442 |
|
|
2022
Q3 | $453K | Sell |
7,311
-1,821
| -20% | -$119K | 0.01% | 526 |
|
|
2022
Q2 | $598K | Buy |
9,132
+252
| +3% | +$17.7K | 0.01% | 497 |
|
|
2022
Q1 | $638K | Buy |
8,880
+1,145
| +15% | +$80.8K | 0.01% | 499 |
|
|
2021
Q4 | $534K | Buy |
7,735
+18
| +0.2% | +$1.27K | 0.01% | 547 |
|
|
2021
Q3 | $542K | Buy |
7,717
+2,363
| +44% | +$156K | 0.01% | 526 |
|
|
2021
Q2 | $332K | Sell |
5,354
-8
| -0.1% | -$524 | 0.01% | 652 |
|
|
2021
Q1 | $358K | Buy |
5,362
+52
| +1% | +$2.81K | 0.01% | 599 |
|
|
2020
Q4 | $260K | Sell |
5,310
-4,662
| -47% | -$201K | ﹤0.01% | 670 |
|
|
2020
Q3 | $368K | Sell |
9,972
-100
| -1% | -$3.99K | 0.01% | 530 |
|
|
2020
Q2 | $388K | Buy |
+10,072
| New | +$384K | 0.01% | 529 |
|
|
2020
Q1 | – | Sell |
-6,437
| Closed | -$391K | – | 773 |
|
|
2019
Q4 | $391K | Buy |
6,437
+130
| +2% | +$7.8K | 0.01% | 583 |
|
|
2019
Q3 | $382K | Buy |
6,307
+273
| +5% | +$16K | 0.01% | 584 |
|
|
2019
Q2 | $336K | Buy |
6,034
+79
| +1% | +$4.17K | 0.01% | 618 |
|
|
2019
Q1 | $296K | Buy |
5,955
+243
| +4% | +$11.5K | 0.01% | 651 |
|
|
2018
Q4 | $254K | Buy |
5,712
+452
| +9% | +$20.3K | 0.01% | 656 |
|
|
2018
Q3 | $263K | Buy |
5,260
+60
| +1% | +$3.08K | 0.01% | 686 |
|
|
2018
Q2 | $266K | Sell |
5,200
-823
| -14% | -$43.1K | 0.01% | 683 |
|
|
2018
Q1 | $310K | Sell |
6,023
-2,010
| -25% | -$110K | 0.01% | 620 |
|
|
2017
Q4 | $452K | Buy |
8,033
+2,229
| +38% | +$124K | 0.01% | 528 |
|
|
2017
Q3 | $322K | Buy |
5,804
+45
| +0.8% | +$2.45K | 0.01% | 586 |
|
|
2017
Q2 | $303K | Sell |
5,759
-1,558
| -21% | -$77.2K | 0.01% | 622 |
|
|
2017
Q1 | $352K | Sell |
7,317
-62
| -0.8% | -$3K | 0.01% | 568 |
|
|
2016
Q4 | $352K | Buy |
7,379
+1,300
| +21% | +$59.6K | 0.01% | 553 |
|
|
2016
Q3 | $260K | Buy |
6,079
+508
| +9% | +$21.3K | 0.01% | 628 |
|
|
2016
Q2 | $247K | Sell |
5,571
-1,322
| -19% | -$59K | 0.01% | 616 |
|
|
2016
Q1 | $318K | Buy |
6,893
+134
| +2% | +$5.63K | 0.01% | 555 |
|
|
2015
Q4 | $294K | Sell |
6,759
-403
| -6% | -$18.5K | 0.01% | 599 |
|
|
2015
Q3 | $328K | Buy |
+7,162
| New | +$331K | 0.01% | 548 |
|
|
2015
Q2 | – | Sell |
-7,597
| Closed | -$318K | – | 799 |
|
|
2015
Q1 | $318K | Sell |
7,597
-443
| -6% | -$18.2K | 0.01% | 727 |
|
|
2014
Q4 | $335K | Buy |
8,040
+1,234
| +18% | +$48.8K | 0.01% | 716 |
|
|
2014
Q3 | $254K | Sell |
6,806
-1,004
| -13% | -$36.3K | 0.01% | 826 |
|
|
2014
Q2 | $280K | Buy |
7,810
+1,559
| +25% | +$54.9K | 0.01% | 778 |
|
|
2014
Q1 | $220K | Buy |
+6,251
| New | +$217K | ﹤0.01% | 833 |
|
Other funds holding HIG
