SFA
Source Financial Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $296K | Sell |
5,332
-1,733
| -25% | -$96.4K | 0.09% | 97 |
|
|
2024
Q2 | $370K | Buy |
7,065
+2
| +0% | +$105 | 0.11% | 80 |
|
|
2024
Q1 | $359K | Sell |
7,063
-5,583
| -44% | -$284K | 0.11% | 87 |
|
|
2023
Q4 | $588K | Sell |
12,646
-120
| -0.9% | -$5.58K | 0.18% | 71 |
|
|
2023
Q3 | $540K | Buy |
12,766
+3,980
| +45% | +$168K | 0.18% | 68 |
|
|
2023
Q2 | $386K | Buy |
+8,786
| New | +$386K | 0.13% | 92 |
|