Colton Groome Financial Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,061
| Closed | -$212K | – | 128 |
|
|
2024
Q3 | $212K | Sell |
6,061
-216
| -3% | -$7.55K | 0.08% | 125 |
|
|
2024
Q2 | $210K | Sell |
6,277
-3,511
| -36% | -$118K | 0.08% | 116 |
|
|
2024
Q1 | $330K | Sell |
9,788
-844
| -8% | -$28.5K | 0.13% | 89 |
|
|
2023
Q4 | $362K | Sell |
10,632
-12,229
| -53% | -$416K | 0.16% | 82 |
|
|
2023
Q3 | $734K | Sell |
22,861
-10,403
| -31% | -$334K | 0.37% | 57 |
|
|
2023
Q2 | $1.11M | Sell |
33,264
-8,913
| -21% | -$298K | 0.52% | 48 |
|
|
2023
Q1 | $1.43M | Buy |
42,177
+13,307
| +46% | +$452K | 0.68% | 40 |
|
|
2022
Q4 | $954K | Buy |
28,870
+1,530
| +6% | +$50.6K | 0.47% | 44 |
|
|
2022
Q3 | $887K | Buy |
+27,340
| New | +$887K | 0.45% | 46 |
|
|
2022
Q2 | – | Sell |
-52,496
| Closed | -$1.93M | – | 114 |
|
|
2022
Q1 | $1.93M | Buy |
52,496
+5,430
| +12% | +$200K | 0.89% | 28 |
|
|
2021
Q4 | $1.87M | Buy |
+47,066
| New | +$1.87M | 0.76% | 37 |
|