UBS Group’s Hartford Schroders ESG US Equity ETF HEET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-478
| Closed | -$10.3K | – | 9683 |
|
|
2022
Q4 | $10.3K | Hold |
478
| – | – | ﹤0.01% | 7351 |
|
|
2022
Q3 | $10K | Hold |
478
| – | – | ﹤0.01% | 7405 |
|
|
2022
Q2 | $10K | Hold |
478
| – | – | ﹤0.01% | 7021 |
|
|
2022
Q1 | $12K | Sell |
478
-12
| -2% | -$301 | ﹤0.01% | 7186 |
|
|
2021
Q4 | $13K | Hold |
490
| – | – | ﹤0.01% | 7378 |
|
|
2021
Q3 | $12K | Buy |
+490
| New | +$12K | ﹤0.01% | 6675 |
|