CWA
Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,012
| Closed | -$26.6K | – | 513 |
|
|
2023
Q2 | $26.6K | Sell |
1,012
-316
| -24% | -$8.32K | 0.03% | 241 |
|
|
2023
Q1 | $35K | Sell |
1,328
-97
| -7% | -$2.55K | 0.04% | 218 |
|
|
2022
Q4 | $35.3K | Buy |
1,425
+4
| +0.3% | +$99 | 0.03% | 188 |
|
|
2022
Q3 | $31K | Hold |
1,421
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $35K | Buy |
1,421
+10
| +0.7% | +$246 | 0.03% | 217 |
|
|
2022
Q1 | $41K | Hold |
1,411
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $43K | Sell |
1,411
-527
| -27% | -$16.1K | 0.03% | 243 |
|
|
2021
Q3 | $58K | Sell |
1,938
-608
| -24% | -$18.2K | 0.04% | 224 |
|
|
2021
Q2 | $78K | Sell |
2,546
-5,584
| -69% | -$171K | 0.05% | 195 |
|
|
2021
Q1 | $241K | Sell |
8,130
-45,934
| -85% | -$1.36M | 0.16% | 103 |
|
|
2020
Q4 | $1.53M | Buy |
+54,064
| New | +$1.53M | 1.03% | 23 |
|