Patriot Financial Group Insurance Agency’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 | $698K | Sell |
37,287
-20,214
| -35% | -$378K | 0.08% | 263 |
|
|
2025
Q1 | $1.1M | Sell |
57,501
-20,979
| -27% | -$402K | 0.15% | 175 |
|
|
2024
Q4 | $1.52M | Sell |
78,480
-59,874
| -43% | -$1.16M | 0.2% | 112 |
|
|
2024
Q3 | $2.74M | Buy |
138,354
+12,407
| +10% | +$246K | 0.37% | 62 |
|
|
2024
Q2 | $2.43M | Sell |
125,947
-35,475
| -22% | -$685K | 0.36% | 63 |
|
|
2024
Q1 | $3.16M | Buy |
+161,422
| New | +$3.16M | 0.5% | 43 |
|