Global Retirement Partners’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,264
| Closed | -$124K | – | 3709 |
|
|
2024
Q3 | $124K | Hold |
6,264
| – | – | ﹤0.01% | 1131 |
|
|
2024
Q2 | $121K | Buy |
+6,264
| New | +$121K | ﹤0.01% | 1103 |
|
|
2023
Q3 | – | Sell |
-5,744
| Closed | -$112K | – | 3293 |
|
|
2023
Q2 | $112K | Hold |
5,744
| – | – | 0.01% | 898 |
|
|
2023
Q1 | $113K | Buy |
+5,744
| New | +$113K | 0.01% | 867 |
|