Leelyn Smith’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 | $720K | Sell |
38,493
-2,882
| -7% | -$53.9K | 0.12% | 102 |
|
|
2025
Q1 | $793K | Buy |
41,375
+2,028
| +5% | +$38.9K | 0.14% | 95 |
|
|
2024
Q4 | $762K | Buy |
39,347
+422
| +1% | +$8.17K | 0.14% | 95 |
|
|
2024
Q3 | $771K | Sell |
38,925
-2,508
| -6% | -$49.7K | 0.14% | 96 |
|
|
2024
Q2 | $800K | Sell |
41,433
-2,374
| -5% | -$45.8K | 0.15% | 95 |
|
|
2024
Q1 | $858K | Buy |
43,807
+5,949
| +16% | +$116K | 0.17% | 95 |
|
|
2023
Q4 | $748K | Buy |
37,858
+1,908
| +5% | +$37.7K | 0.16% | 96 |
|
|
2023
Q3 | $657K | Buy |
35,950
+11,510
| +47% | +$210K | 0.16% | 92 |
|
|
2023
Q2 | $475K | Buy |
+24,440
| New | +$475K | 0.11% | 99 |
|