Wunderlich Capital Managemnt’s Hartford Financial Services HIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33,678
| Closed | -$1.65M | – | 81 |
|
|
2020
Q4 | $1.65M | Sell |
33,678
-392
| -1% | -$19.2K | 0.91% | 57 |
|
|
2020
Q3 | $1.26M | Buy |
34,070
+384
| +1% | +$14.2K | 0.78% | 61 |
|
|
2020
Q2 | $1.3M | Buy |
33,686
+127
| +0.4% | +$4.9K | 0.91% | 55 |
|
|
2020
Q1 | $1.18M | Sell |
33,559
-761
| -2% | -$26.8K | 0.97% | 49 |
|
|
2019
Q4 | $2.09M | Sell |
34,320
-361
| -1% | -$21.9K | 1.31% | 33 |
|
|
2019
Q3 | $2.1M | Sell |
34,681
-404
| -1% | -$24.5K | 1.44% | 25 |
|
|
2019
Q2 | $1.96M | Buy |
35,085
+694
| +2% | +$38.7K | 1.3% | 33 |
|
|
2019
Q1 | $1.71M | Buy |
34,391
+695
| +2% | +$34.5K | 1.19% | 41 |
|
|
2018
Q4 | $1.5M | Buy |
33,696
+310
| +0.9% | +$13.8K | 1.15% | 40 |
|
|
2018
Q3 | $1.67M | Sell |
33,386
-1,096
| -3% | -$54.8K | 1.18% | 44 |
|
|
2018
Q2 | $1.76M | Buy |
34,482
+434
| +1% | +$22.2K | 1.22% | 32 |
|
|
2018
Q1 | $1.75M | Sell |
34,048
-134
| -0.4% | -$6.9K | 1.2% | 30 |
|
|
2017
Q4 | $1.92M | Buy |
34,182
+188
| +0.6% | +$10.6K | 1.33% | 23 |
|
|
2017
Q3 | $1.88M | Sell |
33,994
-167
| -0.5% | -$9.26K | 1.41% | 20 |
|
|
2017
Q2 | $1.8M | Sell |
34,161
-698
| -2% | -$36.7K | 1.34% | 17 |
|
|
2017
Q1 | $1.68M | Buy |
34,859
+541
| +2% | +$26K | 1.31% | 23 |
|
|
2016
Q4 | $1.64M | Sell |
34,318
-660
| -2% | -$31.4K | 1.33% | 27 |
|
|
2016
Q3 | $1.5M | Buy |
34,978
+1,035
| +3% | +$44.3K | 1.19% | 36 |
|
|
2016
Q2 | $1.51M | Buy |
33,943
+193
| +0.6% | +$8.56K | 1.27% | 26 |
|
|
2016
Q1 | $1.56M | Buy |
33,750
+574
| +2% | +$26.4K | 1.33% | 21 |
|
|
2015
Q4 | $1.44M | Buy |
33,176
+651
| +2% | +$28.3K | 1.24% | 31 |
|
|
2015
Q3 | $1.49M | Sell |
32,525
-383
| -1% | -$17.5K | 1.38% | 16 |
|
|
2015
Q2 | $1.37M | Sell |
32,908
-206
| -0.6% | -$8.56K | 1.32% | 26 |
|
|
2015
Q1 | $1.38M | Sell |
33,114
-338
| -1% | -$14.1K | 1.25% | 26 |
|
|
2014
Q4 | $1.39M | Buy |
33,452
+1,010
| +3% | +$42K | 1.18% | 33 |
|
|
2014
Q3 | $1.2M | Buy |
32,442
+324
| +1% | +$12K | 1.08% | 47 |
|
|
2014
Q2 | $1.15M | Buy |
32,118
+550
| +2% | +$19.7K | 1.05% | 60 |
|
|
2014
Q1 | $1.11M | Buy |
+31,568
| New | +$1.11M | 1.05% | 59 |
|