WealthPlan Investment Management’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	-1,400	Closed	-$101K	–	237
2023 Q2	$101K	Hold	1,400	–	–	0.03%	153
2023 Q1	$97.6K	Buy	+1,400	New	+$97.6K	0.02%	200