Trademark Financial Management’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
Q1 | – | Sell |
-10,072
| Closed | -$195K | – | 92 |
|
|
2024
Q4 | $195K | Sell |
10,072
-2,559
| -20% | -$49.5K | 0.15% | 89 |
|
|
2024
Q3 | $250K | Sell |
12,631
-5,216
| -29% | -$103K | 0.2% | 78 |
|
|
2024
Q2 | $345K | Buy |
17,847
+45
| +0.3% | +$869 | 0.28% | 67 |
|
|
2024
Q1 | $349K | Buy |
17,802
+572
| +3% | +$11.2K | 0.29% | 62 |
|
|
2023
Q4 | $340K | Buy |
+17,230
| New | +$340K | 0.25% | 72 |
|