Carson Wealth (CWM LLC)’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Buy |
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|
2025
Q2 | $108K | Buy |
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|
2025
Q1 | $92K | Buy |
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|
2024
Q4 | $16K | Buy |
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|
2024
Q3 | $14K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $13K | Sell |
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|
2023
Q4 | $70K | Buy |
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|
2023
Q3 | $28K | Sell |
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|
2023
Q2 | $39K | Buy |
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|
2023
Q1 | $38K | Sell |
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|
2022
Q4 | $49K | Sell |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q2 | $75K | Hold |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $75K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $75K | Hold |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $17K | Buy |
|