Landmark Wealth Management (New York)’s Hartford Total Return Bond ETF HTRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63,279
| Closed | -$2.09M | – | 71 |
|
|
2022
Q4 | $2.09M | Sell |
63,279
-67,073
| -51% | -$2.22M | 1.51% | 20 |
|
|
2022
Q3 | $4.23M | Sell |
130,352
-43,253
| -25% | -$1.4M | 3.2% | 8 |
|
|
2022
Q2 | $5.94M | Sell |
173,605
-226,535
| -57% | -$7.75M | 7.59% | 6 |
|
|
2022
Q1 | $7.57M | Buy |
400,140
+203,868
| +104% | +$3.86M | 3.97% | 7 |
|
|
2021
Q4 | $8K | Buy |
+196,272
| New | +$8K | 4.68% | 7 |
|