Gladstone Institutional Advisory’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,689
| Closed | -$209K | – | 680 |
|
|
2023
Q3 | $209K | Sell |
5,689
-1,148
| -17% | -$42.3K | 0.01% | 572 |
|
|
2023
Q2 | $260K | Buy |
6,837
+199
| +3% | +$7.57K | 0.02% | 544 |
|
|
2023
Q1 | $254K | Sell |
6,638
-117
| -2% | -$4.47K | 0.02% | 567 |
|
|
2022
Q4 | $254K | Buy |
6,755
+265
| +4% | +$9.95K | 0.02% | 547 |
|
|
2022
Q3 | $236K | Buy |
6,490
+763
| +13% | +$27.7K | 0.02% | 547 |
|
|
2022
Q2 | $216K | Buy |
5,727
+468
| +9% | +$17.7K | 0.02% | 593 |
|
|
2022
Q1 | $206K | Sell |
5,259
-1,034
| -16% | -$40.5K | 0.01% | 665 |
|
|
2021
Q4 | $263K | Buy |
6,293
+517
| +9% | +$21.6K | 0.02% | 505 |
|
|
2021
Q3 | $241K | Buy |
5,776
+94
| +2% | +$3.92K | 0.02% | 474 |
|
|
2021
Q2 | $239K | Sell |
5,682
-1,191
| -17% | -$50.1K | 0.03% | 450 |
|
|
2021
Q1 | $286K | Buy |
6,873
+177
| +3% | +$7.37K | 0.04% | 325 |
|
|
2020
Q4 | $280K | Sell |
6,696
-470
| -7% | -$19.7K | 0.06% | 235 |
|
|
2020
Q3 | $295K | Sell |
7,166
-160
| -2% | -$6.59K | 0.07% | 210 |
|
|
2020
Q2 | $306K | Hold |
7,326
| – | – | 0.08% | 171 |
|
|
2020
Q1 | $301K | Buy |
7,326
+1,791
| +32% | +$73.6K | 0.08% | 192 |
|
|
2019
Q4 | $231K | Buy |
5,535
+468
| +9% | +$19.5K | 0.06% | 234 |
|
|
2019
Q3 | $212K | Sell |
5,067
-59
| -1% | -$2.47K | 0.05% | 259 |
|
|
2019
Q2 | $213K | Buy |
+5,126
| New | +$213K | 0.06% | 252 |
|