West Michigan Advisors’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 | $418K | Buy |
22,264
+1,010
| +5% | +$19K | 0.12% | 128 |
|
|
2025
Q1 | $409K | Sell |
21,254
-1,708
| -7% | -$32.8K | 0.14% | 121 |
|
|
2024
Q4 | $446K | Sell |
22,962
-3,423
| -13% | -$66.6K | 0.13% | 117 |
|
|
2024
Q3 | $524K | Buy |
26,385
+12,795
| +94% | +$254K | 0.16% | 103 |
|
|
2024
Q2 | $263K | Buy |
13,590
+211
| +2% | +$4.09K | 0.08% | 154 |
|
|
2024
Q1 | $262K | Buy |
+13,379
| New | +$262K | 0.09% | 152 |
|