LFA
Legacy Financial Advisors’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,007
| Closed | -$210K | – | 245 |
|
|
2021
Q4 | $210K | Sell |
5,007
-432
| -8% | -$18.1K | 0.05% | 197 |
|
|
2021
Q3 | $227K | Buy |
5,439
+17
| +0.3% | +$710 | 0.06% | 162 |
|
|
2021
Q2 | $228K | Sell |
5,422
-4,504
| -45% | -$189K | 0.06% | 151 |
|
|
2021
Q1 | $413K | Sell |
9,926
-195,953
| -95% | -$8.15M | 0.11% | 78 |
|
|
2020
Q4 | $8.61M | Buy |
205,879
+44,778
| +28% | +$1.87M | 2.43% | 8 |
|
|
2020
Q3 | $6.63M | Buy |
161,101
+11,058
| +7% | +$455K | 2.02% | 9 |
|
|
2020
Q2 | $6.27M | Buy |
150,043
+18,941
| +14% | +$792K | 2.25% | 9 |
|
|
2020
Q1 | $5.25M | Buy |
+131,102
| New | +$5.25M | 1.95% | 9 |
|