Atria Wealth Solutions’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
30,513
+668
| +2% | +$12.5K | 0.01% | 854 |
|
|
2025
Q1 | $574K | Buy |
29,845
+594
| +2% | +$11.4K | 0.01% | 1136 |
|
|
2024
Q4 | $569K | Sell |
29,251
-296
| -1% | -$5.76K | 0.01% | 1194 |
|
|
2024
Q3 | $587K | Buy |
29,547
+422
| +1% | +$8.38K | 0.01% | 1154 |
|
|
2024
Q2 | $564K | Sell |
29,125
-1,080
| -4% | -$20.9K | 0.01% | 1174 |
|
|
2024
Q1 | $593K | Sell |
30,205
-116
| -0.4% | -$2.28K | 0.01% | 1178 |
|
|
2023
Q4 | $601K | Buy |
30,321
+3,582
| +13% | +$71K | 0.01% | 1107 |
|
|
2023
Q3 | $490K | Buy |
26,739
+602
| +2% | +$11K | 0.01% | 1131 |
|
|
2023
Q2 | $510K | Buy |
26,137
+4,542
| +21% | +$88.6K | 0.01% | 1144 |
|
|
2023
Q1 | $425K | Buy |
+21,595
| New | +$425K | 0.01% | 1221 |
|