Independent Wealth Network’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
Q3 | – | Sell |
-71,625
| Closed | -$1.38M | – | 228 |
|
|
2024
Q2 | $1.38M | Buy |
71,625
+1,614
| +2% | +$31.2K | 0.64% | 40 |
|
|
2024
Q1 | $1.37M | Buy |
70,011
+1,356
| +2% | +$26.6K | 0.64% | 40 |
|
|
2023
Q4 | $1.36M | Sell |
68,655
-2,070
| -3% | -$40.9K | 0.71% | 33 |
|
|
2023
Q3 | $1.29M | Buy |
70,725
+3,192
| +5% | +$58.3K | 0.79% | 30 |
|
|
2023
Q2 | $1.31M | Buy |
67,533
+5,366
| +9% | +$104K | 0.79% | 28 |
|
|
2023
Q1 | $1.22M | Buy |
+62,167
| New | +$1.22M | 0.78% | 28 |
|