CWA
Consilio 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 | $4.41M | Sell |
115,349
-7,837
| -6% | -$300K | 1.57% | 15 |
|
|
2025
Q1 | $4.74M | Buy |
123,186
+10,821
| +10% | +$416K | 1.98% | 9 |
|
|
2024
Q4 | $4.34M | Buy |
112,365
+6,331
| +6% | +$245K | 1.78% | 11 |
|
|
2024
Q3 | $4.18M | Buy |
106,034
+4,665
| +5% | +$184K | 1.72% | 11 |
|
|
2024
Q2 | $3.92M | Buy |
101,369
+2,510
| +3% | +$97.1K | 1.76% | 11 |
|
|
2024
Q1 | $3.84M | Buy |
98,859
+244
| +0.2% | +$9.48K | 1.8% | 10 |
|
|
2023
Q4 | $3.84M | Sell |
98,615
-27,058
| -22% | -$1.05M | 1.95% | 11 |
|
|
2023
Q3 | $4.59M | Sell |
125,673
-955
| -0.8% | -$34.9K | 2.67% | 11 |
|
|
2023
Q2 | $4.82M | Buy |
126,628
+343
| +0.3% | +$13K | 2.65% | 11 |
|
|
2023
Q1 | $4.82M | Buy |
126,285
+7,994
| +7% | +$305K | 2.73% | 12 |
|
|
2022
Q4 | $4.44M | Buy |
118,291
+12,060
| +11% | +$453K | 2.84% | 13 |
|
|
2022
Q3 | $3.87M | Buy |
106,231
+5,326
| +5% | +$194K | 3.03% | 11 |
|
|
2022
Q2 | $3.81M | Buy |
100,905
+74,537
| +283% | +$2.82M | 3.09% | 13 |
|
|
2022
Q1 | $1.03M | Buy |
+26,368
| New | +$1.03M | 0.81% | 19 |
|