AWA
Amplius Wealth Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $959K | Sell |
25,055
-10,371
| -29% | -$397K | 0.09% | 83 |
|
2025
Q1 | $1.36M | Sell |
35,426
-880
| -2% | -$33.8K | 0.14% | 63 |
|
2024
Q4 | $1.4M | Buy |
36,306
+342
| +1% | +$13.2K | 0.14% | 62 |
|
2024
Q3 | $1.42M | Sell |
35,964
-4,363
| -11% | -$172K | 0.15% | 61 |
|
2024
Q2 | $1.56M | Sell |
40,327
-3,112
| -7% | -$120K | 0.17% | 60 |
|
2024
Q1 | $1.69M | Sell |
43,439
-119,096
| -73% | -$4.63M | 0.19% | 56 |
|
2023
Q4 | $6.33M | Buy |
162,535
+18,172
| +13% | +$708K | 0.76% | 31 |
|
2023
Q3 | $5.31M | Buy |
144,363
+22,932
| +19% | +$844K | 0.71% | 29 |
|
2023
Q2 | $4.62M | Buy |
121,431
+19,980
| +20% | +$760K | 0.62% | 31 |
|
2023
Q1 | $3.88M | Buy |
101,451
+585
| +0.6% | +$22.4K | 0.56% | 31 |
|
2022
Q4 | $3.79M | Buy |
+100,866
| New | +$3.79M | 0.6% | 32 |
|