Financial Advocates Investment Management’s Hartford Multifactor Low Volatility US Equity ETF LVUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-8,100
| Closed | -$224K | – | 680 |
|
2020
Q2 | $224K | Buy |
+8,100
| New | +$224K | 0.02% | 516 |
|
2020
Q1 | – | Sell |
-8,136
| Closed | -$259K | – | 557 |
|
2019
Q4 | $259K | Hold |
8,136
| – | – | 0.03% | 423 |
|
2019
Q3 | $251K | Hold |
8,136
| – | – | 0.03% | 409 |
|
2019
Q2 | $244K | Sell |
8,136
-142
| -2% | -$4.26K | 0.03% | 403 |
|
2019
Q1 | $237K | Buy |
+8,278
| New | +$237K | 0.03% | 405 |
|