WIM
Westside Investment 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 | $1.06M | Sell |
27,679
-2,880
| -9% | -$110K | 0.2% | 112 |
|
|
2025
Q1 | $1.18M | Hold |
30,559
| – | – | 0.25% | 100 |
|
|
2024
Q4 | $1.18M | Sell |
30,559
-300
| -1% | -$11.6K | 0.25% | 100 |
|
|
2024
Q3 | $1.21M | Buy |
30,859
+3,299
| +12% | +$130K | 0.26% | 100 |
|
|
2024
Q2 | $1.07M | Buy |
27,560
+5,310
| +24% | +$205K | 0.24% | 102 |
|
|
2024
Q1 | $863K | Buy |
22,250
+3,000
| +16% | +$116K | 0.21% | 115 |
|
|
2023
Q4 | $750K | Buy |
19,250
+810
| +4% | +$31.5K | 0.19% | 116 |
|
|
2023
Q3 | $679K | Buy |
+18,440
| New | +$679K | 0.2% | 115 |
|