West Oak Capital’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
Q3 | – | Sell |
-1,000
| Closed | -$56K | – | 312 |
|
|
2019
Q2 | $56K | Hold |
1,000
| – | – | 0.03% | 171 |
|
|
2019
Q1 | $50K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2018
Q4 | $44.5K | Hold |
1,000
| – | – | 0.03% | 172 |
|
|
2018
Q3 | $50K | Hold |
1,000
| – | – | 0.03% | 180 |
|
|
2018
Q2 | $51.1K | Sell |
1,000
-68
| -6% | -$3.48K | 0.03% | 177 |
|
|
2018
Q1 | $55K | Hold |
1,068
| – | – | 0.03% | 174 |
|
|
2017
Q4 | $60.1K | Hold |
1,068
| – | – | 0.04% | 157 |
|
|
2017
Q3 | $59.2K | Hold |
1,068
| – | – | 0.04% | 173 |
|
|
2017
Q2 | $56.1K | Hold |
1,068
| – | – | 0.03% | 179 |
|
|
2017
Q1 | $51.3K | Hold |
1,068
| – | – | 0.03% | 183 |
|
|
2016
Q4 | $50.9K | Hold |
1,068
| – | – | 0.03% | 179 |
|
|
2016
Q3 | $45.7K | Hold |
1,068
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $47.4K | Hold |
1,068
| – | – | 0.03% | 167 |
|
|
2016
Q1 | $49.2K | Hold |
1,068
| – | – | 0.04% | 149 |
|
|
2015
Q4 | $46.4K | Hold |
1,068
| – | – | 0.04% | 154 |
|
|
2015
Q3 | $48.9K | Hold |
1,068
| – | – | 0.04% | 152 |
|
|
2015
Q2 | $44.4K | Hold |
1,068
| – | – | 0.03% | 155 |
|
|
2015
Q1 | $44.7K | Hold |
1,068
| – | – | 0.03% | 154 |
|
|
2014
Q4 | $44.5K | Hold |
1,068
| – | – | 0.03% | 154 |
|
|
2014
Q3 | $39.8K | Hold |
1,068
| – | – | 0.03% | 149 |
|
|
2014
Q2 | $38.2K | Hold |
1,068
| – | – | 0.03% | 152 |
|
|
2014
Q1 | $37.7K | Hold |
1,068
| – | – | 0.03% | 154 |
|
|
2013
Q4 | $38.7K | Hold |
1,068
| – | – | 0.03% | 156 |
|
|
2013
Q3 | $33.2K | Hold |
1,068
| – | – | 0.03% | 157 |
|
|
2013
Q2 | $33K | Buy |
+1,068
| New | +$33K | 0.03% | 154 |
|