Wealthspire Advisors (Maryland)’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,224
| Closed | -$111K | – | 1134 |
|
|
2019
Q1 | $111K | Buy |
2,224
+84
| +4% | +$4.19K | 0.01% | 603 |
|
|
2018
Q4 | $95K | Buy |
2,140
+224
| +12% | +$9.94K | 0.01% | 616 |
|
|
2018
Q3 | $96K | Sell |
1,916
-1,365
| -42% | -$68.4K | 0.01% | 704 |
|
|
2018
Q2 | $168K | Sell |
3,281
-25
| -0.8% | -$1.28K | 0.02% | 514 |
|
|
2018
Q1 | $170K | Sell |
3,306
-323
| -9% | -$16.6K | 0.02% | 524 |
|
|
2017
Q4 | $204K | Sell |
3,629
-382
| -10% | -$21.5K | 0.02% | 479 |
|
|
2017
Q3 | $222K | Sell |
4,011
-100
| -2% | -$5.54K | 0.02% | 440 |
|
|
2017
Q2 | $216K | Buy |
4,111
+48
| +1% | +$2.52K | 0.03% | 428 |
|
|
2017
Q1 | $195K | Buy |
4,063
+168
| +4% | +$8.06K | 0.03% | 402 |
|
|
2016
Q4 | $186K | Sell |
3,895
-45
| -1% | -$2.15K | 0.03% | 396 |
|
|
2016
Q3 | $169K | Buy |
3,940
+327
| +9% | +$14K | 0.03% | 426 |
|
|
2016
Q2 | $160K | Sell |
3,613
-86
| -2% | -$3.81K | 0.03% | 426 |
|
|
2016
Q1 | $170K | Buy |
3,699
+182
| +5% | +$8.36K | 0.03% | 397 |
|
|
2015
Q4 | $153K | Buy |
+3,517
| New | +$153K | 0.03% | 430 |
|