WESPAC Advisors SoCal’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$10K | – | 154 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2017
Q4 | $11K | Hold |
200
| – | – | 0.01% | 185 |
|
|
2017
Q3 | $11K | Hold |
200
| – | – | 0.01% | 198 |
|
|
2017
Q2 | $10K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2017
Q1 | $9.61K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2016
Q4 | $9.53K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2016
Q3 | $8.56K | Hold |
200
| – | – | 0.01% | 205 |
|
|
2016
Q2 | $8.88K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2016
Q1 | $9.22K | Sell |
200
-4,000
| -95% | -$184K | 0.01% | 210 |
|
|
2015
Q4 | $182K | Buy |
+4,200
| New | +$182K | 0.12% | 86 |
|