WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-333
| Closed | -$24K | – | 651 |
|
|
2023
Q2 | $24K | Hold |
333
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $23.2K | Buy |
+333
| New | +$23.2K | ﹤0.01% | 696 |
|
|
2016
Q3 | $66K | Sell |
1,507
-208
| -12% | -$9.11K | 0.02% | 289 |
|
|
2016
Q2 | $66.9K | Buy |
+1,715
| New | +$66.9K | 0.01% | 773 |
|
|
2015
Q4 | $61K | Buy |
+4,200
| New | +$61K | 0.01% | 563 |
|