Winch Advisory Services’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-359
| Closed | -$13K | – | 278 |
|
|
2016
Q2 | $13K | Buy |
+359
| New | +$13K | 0.02% | 129 |
|
|
2016
Q1 | – | Sell |
-356
| Closed | -$11K | – | 257 |
|
|
2015
Q4 | $11K | Buy |
356
+1
| +0.3% | +$31 | 0.01% | 124 |
|
|
2015
Q3 | $13K | Buy |
355
+1
| +0.3% | +$37 | 0.02% | 101 |
|
|
2015
Q2 | $13K | Hold |
354
| – | – | 0.01% | 164 |
|
|
2015
Q1 | $12K | Buy |
+354
| New | +$12K | 0.01% | 137 |
|
|
2014
Q4 | – | Sell |
-351
| Closed | -$8K | – | 100 |
|
|
2014
Q3 | $8K | Buy |
351
+1
| +0.3% | +$23 | 0.01% | 149 |
|
|
2014
Q2 | $9K | Sell |
350
-164
| -32% | -$4.22K | 0.01% | 170 |
|
|
2014
Q1 | $18K | Buy |
+514
| New | +$18K | 0.01% | 141 |
|