LFA
Legacy Financial Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-307,850
| Closed | -$12.9M | – | 163 |
|
|
2020
Q4 | $12.9M | Buy |
307,850
+100,472
| +48% | +$4.19M | 3.63% | 6 |
|
|
2020
Q3 | $8.58M | Buy |
207,378
+16,891
| +9% | +$699K | 2.62% | 8 |
|
|
2020
Q2 | $7.98M | Buy |
190,487
+14,134
| +8% | +$592K | 2.87% | 8 |
|
|
2020
Q1 | $7.21M | Buy |
+176,353
| New | +$7.21M | 2.67% | 7 |
|