LWMT
Legacy Wealth Management (Tennessee)’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
501,436
-11,463
| -2% | -$439K | 1.19% | 13 |
|
|
2025
Q1 | $19.7M | Buy |
512,899
+11,521
| +2% | +$443K | 1.31% | 13 |
|
|
2024
Q4 | $19.4M | Buy |
501,378
+60,943
| +14% | +$2.36M | 1.24% | 13 |
|
|
2024
Q3 | $17.4M | Buy |
440,435
+17,106
| +4% | +$674K | 1.12% | 13 |
|
|
2024
Q2 | $16.4M | Buy |
423,329
+25
| +0% | +$967 | 1.19% | 12 |
|
|
2024
Q1 | $16.4M | Buy |
423,304
+7,899
| +2% | +$307K | 1.21% | 12 |
|
|
2023
Q4 | $16.2M | Buy |
415,405
+7,529
| +2% | +$293K | 1.28% | 11 |
|
|
2023
Q3 | $15M | Buy |
407,876
+4,710
| +1% | +$173K | 1.31% | 11 |
|
|
2023
Q2 | $15.3M | Sell |
403,166
-967
| -0.2% | -$36.8K | 1.3% | 10 |
|
|
2023
Q1 | $15.4M | Buy |
404,133
+20,454
| +5% | +$781K | 1.38% | 10 |
|
|
2022
Q4 | $14.4M | Buy |
+383,679
| New | +$14.4M | 1.38% | 11 |
|