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Rooted Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Rooted Wealth Advisors’s Portfolio HTRB Stock Details HTRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,788
Closed -$231K – 93
2023
Q1 		$231K Sell
6,788
-1,520
-18% -$51.7K 0.17% 74
2022
Q4 		$274K Buy
+8,308
New +$274K 0.23% 54