Financial Advocates Investment Management’s Hartford Multifactor Emerging Markets ETF ROAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
25,281
-1,087
| -4% | -$28.6K | 0.05% | 295 |
|
|
2025
Q1 | $621K | Sell |
26,368
-818
| -3% | -$19.3K | 0.04% | 380 |
|
|
2024
Q4 | $620K | Sell |
27,186
-4,712
| -15% | -$107K | 0.04% | 399 |
|
|
2024
Q3 | $815K | Buy |
31,898
+243
| +0.8% | +$6.21K | 0.05% | 348 |
|
|
2024
Q2 | $765K | Sell |
31,655
-1,785
| -5% | -$43.1K | 0.05% | 346 |
|
|
2024
Q1 | $779K | Buy |
33,440
+24,143
| +260% | +$563K | 0.05% | 359 |
|
|
2023
Q4 | $208K | Buy |
+9,297
| New | +$208K | 0.01% | 675 |
|
|
2019
Q4 | – | Sell |
-26,778
| Closed | -$590K | – | 528 |
|
|
2019
Q3 | $590K | Sell |
26,778
-2,857
| -10% | -$62.9K | 0.07% | 260 |
|
|
2019
Q2 | $697K | Buy |
29,635
+1,419
| +5% | +$33.4K | 0.08% | 223 |
|
|
2019
Q1 | $660K | Buy |
+28,216
| New | +$660K | 0.08% | 231 |
|
|
2018
Q2 | – | Sell |
-11,141
| Closed | -$291K | – | 504 |
|
|
2018
Q1 | $291K | Buy |
11,141
+168
| +2% | +$4.39K | 0.04% | 375 |
|
|
2017
Q4 | $283K | Buy |
+10,973
| New | +$283K | 0.04% | 371 |
|