WFG Advisors’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$48K | – | 1559 |
|
|
2016
Q4 | $48K | Hold |
1,000
| – | – | 0.01% | 727 |
|
|
2016
Q3 | $43K | Sell |
1,000
-23
| -2% | -$989 | 0.01% | 744 |
|
|
2016
Q2 | $45K | Hold |
1,023
| – | – | 0.01% | 708 |
|
|
2016
Q1 | $47K | Sell |
1,023
-1,171
| -53% | -$53.8K | 0.01% | 683 |
|
|
2015
Q4 | $95K | Buy |
2,194
+12
| +0.5% | +$520 | 0.03% | 480 |
|
|
2015
Q3 | $100K | Sell |
2,182
-602
| -22% | -$27.6K | 0.03% | 473 |
|
|
2015
Q2 | $116K | Buy |
2,784
+1,134
| +69% | +$47.3K | 0.03% | 494 |
|
|
2015
Q1 | $69K | Sell |
1,650
-1,101
| -40% | -$46K | 0.02% | 645 |
|
|
2014
Q4 | $115K | Buy |
2,751
+2
| +0.1% | +$84 | 0.02% | 593 |
|
|
2014
Q3 | $102K | Buy |
2,749
+48
| +2% | +$1.78K | 0.02% | 659 |
|
|
2014
Q2 | $97K | Buy |
2,701
+351
| +15% | +$12.6K | 0.02% | 671 |
|
|
2014
Q1 | $83K | Sell |
2,350
-8,159
| -78% | -$288K | 0.02% | 713 |
|
|
2013
Q4 | $381K | Sell |
10,509
-501
| -5% | -$18.2K | 0.05% | 367 |
|
|
2013
Q3 | $343K | Buy |
11,010
+819
| +8% | +$25.5K | 0.05% | 365 |
|
|
2013
Q2 | $315K | Buy |
+10,191
| New | +$315K | 0.05% | 359 |
|