Arkadios Wealth Advisors’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
15,502
+269
| +2% | +$9.17K | 0.02% | 810 |
|
|
2025
Q1 | $472K | Sell |
15,233
-506
| -3% | -$15.7K | 0.02% | 724 |
|
|
2024
Q4 | $447K | Buy |
15,739
+796
| +5% | +$22.6K | 0.02% | 587 |
|
|
2024
Q3 | $456K | Buy |
14,943
+291
| +2% | +$8.88K | 0.03% | 573 |
|
|
2024
Q2 | $405K | Hold |
14,652
| – | – | 0.03% | 536 |
|
|
2024
Q1 | $410K | Sell |
14,652
-1,194
| -8% | -$33.4K | 0.03% | 438 |
|
|
2023
Q4 | $434K | Buy |
15,846
+281
| +2% | +$7.71K | 0.04% | 404 |
|
|
2023
Q3 | $399K | Hold |
15,565
| – | – | 0.04% | 399 |
|
|
2023
Q2 | $410K | Sell |
15,565
-2,371
| -13% | -$62.4K | 0.05% | 358 |
|
|
2023
Q1 | $472K | Sell |
17,936
-704
| -4% | -$18.5K | 0.06% | 316 |
|
|
2022
Q4 | $462K | Sell |
18,640
-2,420
| -11% | -$60K | 0.06% | 302 |
|
|
2022
Q3 | $458K | Sell |
21,060
-22,351
| -51% | -$486K | 0.07% | 283 |
|
|
2022
Q2 | $1.08M | Buy |
43,411
+1,107
| +3% | +$27.5K | 0.16% | 163 |
|
|
2022
Q1 | $1.23M | Buy |
42,304
+100
| +0.2% | +$2.91K | 0.16% | 151 |
|
|
2021
Q4 | $1.27M | Buy |
42,204
+1,020
| +2% | +$30.7K | 0.17% | 139 |
|
|
2021
Q3 | $1.24M | Sell |
41,184
-1,939
| -4% | -$58.3K | 0.18% | 134 |
|
|
2021
Q2 | $1.32M | Buy |
43,123
+5,331
| +14% | +$164K | 0.16% | 161 |
|
|
2021
Q1 | $1.12M | Buy |
37,792
+700
| +2% | +$20.8K | 0.18% | 139 |
|
|
2020
Q4 | $1.05M | Buy |
37,092
+1,572
| +4% | +$44.5K | 0.22% | 113 |
|
|
2020
Q3 | $930K | Sell |
35,520
-362
| -1% | -$9.48K | 0.47% | 52 |
|
|
2020
Q2 | $904K | Buy |
35,882
+569
| +2% | +$14.3K | 0.5% | 40 |
|
|
2020
Q1 | $778K | Buy |
35,313
+691
| +2% | +$15.2K | 0.5% | 48 |
|
|
2019
Q4 | $1.01M | Buy |
+34,622
| New | +$1.01M | 0.6% | 38 |
|