INSTITUTE FOR WEALTH MANAGEMENT, LLC. – The Hartford Financial Services Group, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.88M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.33%
quarter
The Hartford Financial Services Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 7 shares | -106K | $61.94 | 30.41K |
| Q2 2022 | share | Decrease | -0.32% | -97 shares | -201K | $65.43 | 30.40K |
| Q1 2022 | share | Decrease | -0.59% | -181 shares | 72K | $71.81 | 30.50K |
| Q4 2021 | share | 0.00% | 0 shares | -37K | $69.12 | 30.68K | |
| Q3 2021 | share | Decrease | -0.32% | -100 shares | 248K | $69.84 | 30.68K |
| Q2 2021 | share | Decrease | -0.64% | -199 shares | -161K | $61.29 | 30.78K |
| Q1 2021 | share | Increase | +0.22% | 67 shares | 555K | $65.71 | 30.98K |
| Q4 2020 | share | Decrease | -7.75% | -2.59K shares | 279K | $47.86 | 30.91K |
| Q3 2020 | share | Increase | +0.65% | 217 shares | -49K | $35.75 | 33.51K |
| Q2 2020 | share | Increase | +0.92% | 303 shares | 121K | $37.09 | 33.29K |
| Q1 2020 | share | Decrease | -10.76% | -3.97K shares | -1.08M | $33.62 | 32.99K |
| Q4 2019 | share | Increase | +0.09% | 33 shares | 8K | $57.6 | 36.97K |
| Q3 2019 | share | Decrease | -0.50% | -187 shares | 170K | $57.18 | 36.93K |
| Q2 2019 | share | Increase | +1.73% | 631 shares | 254K | $52.29 | 37.12K |
| Q1 2019 | share | Increase | 0.00% | 36.49K shares | 1.81M | $46.4 | 36.49K |
| Q4 2018 | share | Decrease | -100.00% | -35.53K shares | -1.75M | $41.23 | 0 |
| Q3 2018 | share | Decrease | -0.34% | -122 shares | -61K | $46.03 | 35.53K |
| Q2 2018 | share | Increase | +2.59% | 900 shares | -43K | $46.83 | 35.65K |
| Q1 2018 | share | Increase | +6.25% | 2.04K shares | 11K | $46.96 | 34.75K |
| Q4 2017 | share | Increase | +4.08% | 1.28K shares | 105K | $51.05 | 32.71K |
| Q3 2017 | share | Decrease | -0.59% | -187 shares | 79K | $50.06 | 31.43K |
| Q2 2017 | share | Increase | 0.00% | 31.62K shares | 1.66M | $47.28 | 31.62K |