Marcum Wealth’s Hartford Disciplined US Equity ETF HDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $321K | Sell |
5,924
-264
| -4% | -$14.3K | 0.03% | 269 |
|
|
2024
Q4 | $350K | Sell |
6,188
-75
| -1% | -$4.24K | 0.03% | 257 |
|
|
2024
Q3 | $348K | Sell |
6,263
-1,584
| -20% | -$88.1K | 0.03% | 252 |
|
|
2024
Q2 | $411K | Sell |
7,847
-291
| -4% | -$15.3K | 0.04% | 226 |
|
|
2024
Q1 | $414K | Sell |
8,138
-455
| -5% | -$23.2K | 0.04% | 221 |
|
|
2023
Q4 | $399K | Sell |
8,593
-534
| -6% | -$24.8K | 0.04% | 214 |
|
|
2023
Q3 | $386K | Sell |
9,127
-525
| -5% | -$22.2K | 0.05% | 206 |
|
|
2023
Q2 | $425K | Buy |
+9,652
| New | +$425K | 0.05% | 197 |
|