GeoWealth Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,757
-1,050
| -22% | -$62.5K | 0.01% | 631 |
|
|
2025
Q1 | $260K | Sell |
4,807
-462
| -9% | -$25K | 0.01% | 588 |
|
|
2024
Q4 | $298K | Sell |
5,269
-63
| -1% | -$3.56K | 0.01% | 629 |
|
|
2024
Q3 | $296K | Sell |
5,332
-1,733
| -25% | -$96.4K | 0.01% | 609 |
|
|
2024
Q2 | $370K | Buy |
7,065
+2
| +0% | +$105 | 0.02% | 515 |
|
|
2024
Q1 | $359K | Sell |
7,063
-5,583
| -44% | -$284K | 0.01% | 521 |
|
|
2023
Q4 | $588K | Sell |
12,646
-120
| -0.9% | -$5.58K | 0.05% | 299 |
|
|
2023
Q3 | $540K | Buy |
12,766
+3,980
| +45% | +$168K | 0.06% | 199 |
|
|
2023
Q2 | $386K | Buy |
+8,786
| New | +$386K | 0.04% | 194 |
|