BWP
Bernardo Wealth Planning’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.64M | Sell |
121,210
-9,338
| -7% | -$357K | 1.01% | 25 |
|
|
2025
Q1 | $5.02M | Sell |
130,548
-777
| -0.6% | -$29.9K | 1.2% | 22 |
|
|
2024
Q4 | $5.05M | Sell |
131,325
-14,786
| -10% | -$568K | 1.21% | 22 |
|
|
2024
Q3 | $5.74M | Sell |
146,111
-3,667
| -2% | -$144K | 1.39% | 20 |
|
|
2024
Q2 | $5.8M | Sell |
149,778
-575
| -0.4% | -$22.3K | 1.56% | 17 |
|
|
2024
Q1 | $5.84M | Buy |
150,353
+993
| +0.7% | +$38.6K | 1.62% | 16 |
|
|
2023
Q4 | $5.82M | Buy |
149,360
+68,770
| +85% | +$2.68M | 1.83% | 15 |
|
|
2023
Q3 | $2.97M | Buy |
80,590
+13,452
| +20% | +$495K | 1.17% | 20 |
|
|
2023
Q2 | $2.55M | Buy |
67,138
+12,641
| +23% | +$481K | 1.02% | 20 |
|
|
2023
Q1 | $2.08M | Buy |
54,497
+1,440
| +3% | +$55K | 0.89% | 22 |
|
|
2022
Q4 | $1.99M | Buy |
+53,057
| New | +$1.99M | 0.93% | 24 |
|