HGWM
Harvest Group Wealth Management’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.56K | Hold |
46
| – | – | ﹤0.01% | 136 |
|
|
2022
Q4 | $1.52K | Hold |
46
| – | – | ﹤0.01% | 127 |
|
|
2022
Q3 | $1K | Sell |
46
-3,328
| -99% | -$72.3K | ﹤0.01% | 140 |
|
|
2022
Q2 | $118K | Sell |
3,374
-1,696
| -33% | -$59.3K | 0.07% | 59 |
|
|
2022
Q1 | $187K | Sell |
5,070
-49,169
| -91% | -$1.81M | 0.11% | 45 |
|
|
2021
Q4 | $2.16M | Buy |
54,239
+27,233
| +101% | +$1.08M | 1.21% | 22 |
|
|
2021
Q3 | $1.1M | Buy |
27,006
+8,065
| +43% | +$329K | 0.65% | 22 |
|
|
2021
Q2 | $776K | Buy |
18,941
+10,509
| +125% | +$431K | 0.46% | 23 |
|
|
2021
Q1 | $343K | Buy |
8,432
+4,266
| +102% | +$174K | 0.22% | 22 |
|
|
2020
Q4 | $174K | Buy |
4,166
+86
| +2% | +$3.59K | 0.1% | 44 |
|
|
2020
Q3 | $169K | Buy |
4,080
+3,619
| +785% | +$150K | 0.12% | 42 |
|
|
2020
Q2 | $19K | Sell |
461
-34
| -7% | -$1.4K | 0.02% | 161 |
|
|
2020
Q1 | $19K | Buy |
+495
| New | +$19K | 0.02% | 139 |
|