Journey Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Buy |
50,213
+12,159
| +32% | +$227K | 0.03% | 177 |
|
|
2025
Q1 | $729K | Sell |
38,054
-2,349
| -6% | -$45K | 0.03% | 171 |
|
|
2024
Q4 | $782K | Buy |
40,403
+2,843
| +8% | +$55K | 0.03% | 154 |
|
|
2024
Q3 | $744K | Hold |
37,560
| – | – | 0.03% | 162 |
|
|
2024
Q2 | $725K | Buy |
37,560
+8,640
| +30% | +$167K | 0.03% | 125 |
|
|
2024
Q1 | $566K | Buy |
28,920
+8,000
| +38% | +$157K | 0.03% | 124 |
|
|
2023
Q4 | $413K | Buy |
+20,920
| New | +$413K | 0.02% | 106 |
|