A detailed history of Capital Analysts, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Capital Analysts, LLC holds 63 shares of HTRB stock, worth $2,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 136 53.68%
Holding current value
$2,204
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$32.72 - $33.9 $2,388 - $2,474
-73 Reduced 53.68%
63 $2,000
Q1 2024

May 14, 2024

BUY
$33.37 - $34.14 $2,436 - $2,492
73 Added 115.87%
136 $5,000
Q4 2023

Jan 30, 2024

SELL
$31.25 - $34.37 $781 - $859
-25 Reduced 28.41%
63 $2,000
Q2 2023

Aug 11, 2023

SELL
$33.25 - $34.43 $73,116 - $75,711
-2,199 Reduced 96.15%
88 $3,000
Q1 2023

May 05, 2023

BUY
$33.03 - $34.56 $75,539 - $79,038
2,287 New
2,287 $78,000

Others Institutions Holding HTRB

About HARTFORD FDS TOTAL RETURN BD E


  • Ticker HTRB
  • Sector ETFs
  • Industry ETFs
More about HTRB
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.