TWM
Thrive Wealth Management’s Hartford Municipal Opportunities ETF HMOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
46,227
+20,374
| +79% | +$780K | 0.29% | 43 |
|
|
2025
Q1 | $994K | Buy |
25,853
+3,110
| +14% | +$120K | 0.19% | 69 |
|
|
2024
Q4 | $879K | Buy |
22,743
+8,476
| +59% | +$328K | 0.16% | 78 |
|
|
2024
Q3 | $562K | Sell |
14,267
-694
| -5% | -$27.3K | 0.1% | 102 |
|
|
2024
Q2 | $579K | Sell |
14,961
-1,037
| -6% | -$40.1K | 0.11% | 98 |
|
|
2024
Q1 | $621K | Sell |
15,998
-5,678
| -26% | -$221K | 0.13% | 94 |
|
|
2023
Q4 | $844K | Buy |
21,676
+886
| +4% | +$34.5K | 0.19% | 71 |
|
|
2023
Q3 | $765K | Buy |
20,790
+200
| +1% | +$7.36K | 0.2% | 69 |
|
|
2023
Q2 | $783K | Sell |
20,590
-1,754
| -8% | -$66.7K | 0.2% | 70 |
|
|
2023
Q1 | $854K | Sell |
22,344
-391
| -2% | -$14.9K | 0.22% | 61 |
|
|
2022
Q4 | $854K | Buy |
22,735
+13,046
| +135% | +$490K | 0.24% | 47 |
|
|
2022
Q3 | $353K | Sell |
9,689
-8,095
| -46% | -$295K | 0.12% | 102 |
|
|
2022
Q2 | $672K | Sell |
17,784
-261,010
| -94% | -$9.86M | 0.23% | 51 |
|
|
2022
Q1 | $10.9M | Buy |
+278,794
| New | +$10.9M | 3.23% | 6 |
|