Capital Asset Advisory Services’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.31M | Buy |
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|
2025
Q2 | $2.95M | Sell |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $71K | Sell |
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|
2021
Q3 | $124K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $216K | Buy |
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|
2020
Q3 | $208K | Buy |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $127K | Buy |
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