Wealthcare Advisory Partners’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,723
| Closed | -$213K | – | 988 |
|
|
2025
Q1 | $213K | Sell |
1,723
-1,300
| -43% | -$161K | 0.01% | 852 |
|
|
2024
Q4 | $331K | Buy |
3,023
+282
| +10% | +$30.9K | 0.01% | 682 |
|
|
2024
Q3 | $322K | Sell |
2,741
-320
| -10% | -$37.6K | 0.01% | 697 |
|
|
2024
Q2 | $308K | Buy |
3,061
+397
| +15% | +$39.9K | 0.01% | 669 |
|
|
2024
Q1 | $274K | Buy |
+2,664
| New | +$274K | 0.01% | 696 |
|
|
2021
Q2 | – | Sell |
-613
| Closed | -$41K | – | 1113 |
|
|
2021
Q1 | $41K | Buy |
+613
| New | +$41K | ﹤0.01% | 940 |
|
|
2020
Q2 | – | Sell |
-467
| Closed | -$16K | – | 781 |
|
|
2020
Q1 | $16K | Buy |
467
+173
| +59% | +$5.93K | ﹤0.01% | 793 |
|
|
2019
Q4 | $18K | Hold |
294
| – | – | ﹤0.01% | 789 |
|
|
2019
Q3 | $18K | Hold |
294
| – | – | ﹤0.01% | 773 |
|
|
2019
Q2 | $16K | Hold |
294
| – | – | ﹤0.01% | 776 |
|
|
2019
Q1 | $15K | Hold |
294
| – | – | ﹤0.01% | 726 |
|
|
2018
Q4 | $13K | Hold |
294
| – | – | ﹤0.01% | 725 |
|
|
2018
Q3 | $15K | Hold |
294
| – | – | ﹤0.01% | 751 |
|
|
2018
Q2 | $15K | Buy |
294
+200
| +213% | +$10.2K | ﹤0.01% | 736 |
|
|
2018
Q1 | $5K | Sell |
94
-1
| -1% | -$53 | ﹤0.01% | 829 |
|
|
2017
Q4 | $5K | Hold |
95
| – | – | ﹤0.01% | 781 |
|
|
2017
Q3 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 641 |
|