Avantax Advisory Services’s Hartford Multifactor REIT ETF RORE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-15,822
| Closed | -$194K | – | 1406 |
|
2020
Q2 | $194K | Sell |
15,822
-769
| -5% | -$9.43K | 0.01% | 794 |
|
2020
Q1 | $181K | Buy |
16,591
+329
| +2% | +$3.59K | 0.01% | 732 |
|
2019
Q4 | $265K | Buy |
16,262
+219
| +1% | +$3.57K | 0.01% | 672 |
|
2019
Q3 | $261K | Sell |
16,043
-87
| -0.5% | -$1.42K | 0.01% | 466 |
|
2019
Q2 | $246K | Sell |
16,130
-2,330
| -13% | -$35.5K | 0.01% | 440 |
|
2019
Q1 | $287K | Sell |
18,460
-3,887
| -17% | -$60.4K | 0.02% | 367 |
|
2018
Q4 | $304K | Buy |
+22,347
| New | +$304K | 0.05% | 298 |
|