Laurel Wealth Advisors (California)’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
2022
Q1
Sell
-14,147
Closed -$301K 767
2021
Q4
$301K Sell
14,147
-3,922
-22% -$83.4K 0.02% 621
2021
Q3
$391K Sell
18,069
-7,931
-31% -$172K 0.07% 282
2021
Q2
$566K Buy
26,000
+12,402
+91% +$270K 0.07% 256
2021
Q1
$293K Buy
+13,598
New +$293K 0.04% 362