AWA
Amplius Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,546
| Closed | -$207K | – | 184 |
|
|
2023
Q4 | $207K | Buy |
+7,546
| New | +$207K | 0.03% | 163 |
|
|
2023
Q1 | – | Sell |
-13,672
| Closed | -$339K | – | 170 |
|
|
2022
Q4 | $339K | Sell |
13,672
-11,177
| -45% | -$277K | 0.05% | 111 |
|
|
2022
Q3 | $540K | Sell |
24,849
-924
| -4% | -$20.1K | 0.1% | 79 |
|
|
2022
Q2 | $641K | Sell |
25,773
-19,897
| -44% | -$495K | 0.1% | 75 |
|
|
2022
Q1 | $1.33M | Sell |
45,670
-1,412
| -3% | -$41.1K | 0.2% | 56 |
|
|
2021
Q4 | $1.42M | Buy |
+47,082
| New | +$1.42M | 0.2% | 55 |
|