Carson Wealth (CWM LLC)’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 | $108K | Buy |
3,159
+204
| +7% | +$6.97K | ﹤0.01% | 2644 |
|
|
2025
Q1 | $92K | Buy |
2,955
+2,379
| +413% | +$74.1K | ﹤0.01% | 2489 |
|
|
2024
Q4 | $16K | Buy |
576
+126
| +28% | +$3.5K | ﹤0.01% | 3599 |
|
|
2024
Q3 | $14K | Hold |
450
| – | – | ﹤0.01% | 3596 |
|
|
2024
Q2 | $12K | Hold |
450
| – | – | ﹤0.01% | 3447 |
|
|
2024
Q1 | $13K | Sell |
450
-2,120
| -82% | -$61.2K | ﹤0.01% | 3193 |
|
|
2023
Q4 | $70K | Buy |
2,570
+1,482
| +136% | +$40.4K | ﹤0.01% | 1975 |
|
|
2023
Q3 | $28K | Sell |
1,088
-379
| -26% | -$9.75K | ﹤0.01% | 2461 |
|
|
2023
Q2 | $39K | Buy |
1,467
+9
| +0.6% | +$239 | ﹤0.01% | 2167 |
|
|
2023
Q1 | $38K | Sell |
1,458
-513
| -26% | -$13.4K | ﹤0.01% | 2059 |
|
|
2022
Q4 | $49K | Sell |
1,971
-141
| -7% | -$3.51K | ﹤0.01% | 1751 |
|
|
2022
Q3 | $46K | Hold |
2,112
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q2 | $53K | Sell |
2,112
-2,321
| -52% | -$58.2K | ﹤0.01% | 1607 |
|
|
2022
Q1 | $129K | Sell |
4,433
-7,784
| -64% | -$227K | ﹤0.01% | 1231 |
|
|
2021
Q4 | $368K | Buy |
+12,217
| New | +$368K | ﹤0.01% | 809 |
|
|
2021
Q2 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q1 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q4 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q3 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q2 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q1 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q4 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q3 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q2 | $75K | Hold |
2,448
| – | – | ﹤0.01% | 1240 |
|
|
2019
Q1 | $75K | Buy |
2,448
+2,248
| +1,124% | +$68.9K | ﹤0.01% | 1240 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1531 |
|
|
2018
Q3 | $6K | Sell |
200
-400
| -67% | -$12K | ﹤0.01% | 1298 |
|
|
2018
Q2 | $17K | Buy |
+600
| New | +$17K | ﹤0.01% | 869 |
|