BWM
BKM Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
7,441
-435
| -6% | -$14.8K | 0.1% | 140 |
|
|
2025
Q1 | $244K | Sell |
7,876
-439
| -5% | -$13.6K | 0.1% | 140 |
|
|
2024
Q4 | $236K | Buy |
8,315
+140
| +2% | +$3.98K | 0.1% | 151 |
|
|
2024
Q3 | $249K | Sell |
8,175
-496
| -6% | -$15.1K | 0.1% | 149 |
|
|
2024
Q2 | $240K | Buy |
8,671
+66
| +0.8% | +$1.82K | 0.12% | 132 |
|
|
2024
Q1 | $241K | Buy |
8,605
+138
| +2% | +$3.86K | 0.1% | 146 |
|
|
2023
Q4 | $232K | Buy |
+8,467
| New | +$232K | 0.1% | 147 |
|