Wealthcare Advisory Partners’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
Q2 | $3.85M | Sell |
205,605
-38,738
| -16% | -$725K | 0.09% | 187 |
|
|
2025
Q1 | $4.68M | Sell |
244,343
-193,168
| -44% | -$3.7M | 0.13% | 147 |
|
|
2024
Q4 | $8.47M | Buy |
437,511
+22,537
| +5% | +$436K | 0.24% | 84 |
|
|
2024
Q3 | $8.22M | Buy |
414,974
+251,383
| +154% | +$4.98M | 0.23% | 85 |
|
|
2024
Q2 | $3.16M | Buy |
163,591
+13,268
| +9% | +$256K | 0.1% | 166 |
|
|
2024
Q1 | $2.94M | Buy |
150,323
+12,922
| +9% | +$253K | 0.1% | 179 |
|
|
2023
Q4 | $2.72M | Buy |
+137,401
| New | +$2.72M | 0.11% | 156 |
|