Financial Advocates Investment Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $299K | Buy |
8,759
+677
| +8% | +$23.1K | 0.02% | 499 |
|
2025
Q1 | $250K | Buy |
8,082
+114
| +1% | +$3.53K | 0.02% | 604 |
|
2024
Q4 | $226K | Sell |
7,968
-351
| -4% | -$9.98K | 0.01% | 671 |
|
2024
Q3 | $254K | Buy |
8,319
+124
| +2% | +$3.78K | 0.01% | 646 |
|
2024
Q2 | $226K | Sell |
8,195
-223
| -3% | -$6.16K | 0.01% | 643 |
|
2024
Q1 | $236K | Hold |
8,418
| – | – | 0.01% | 672 |
|
2023
Q4 | $231K | Buy |
8,418
+119
| +1% | +$3.26K | 0.02% | 651 |
|
2023
Q3 | $213K | Sell |
8,299
-211
| -2% | -$5.41K | 0.02% | 634 |
|
2023
Q2 | $224K | Buy |
8,510
+243
| +3% | +$6.4K | 0.02% | 611 |
|
2023
Q1 | $218K | Buy |
+8,267
| New | +$218K | 0.02% | 652 |
|
2020
Q3 | – | Sell |
-15,294
| Closed | -$377K | – | 660 |
|
2020
Q2 | $377K | Sell |
15,294
-3,684
| -19% | -$90.8K | 0.04% | 397 |
|
2020
Q1 | $418K | Sell |
18,978
-25,831
| -58% | -$569K | 0.06% | 299 |
|
2019
Q4 | $1.32M | Buy |
44,809
+4,067
| +10% | +$119K | 0.14% | 170 |
|
2019
Q3 | $1.14M | Sell |
40,742
-3,422
| -8% | -$95.4K | 0.13% | 167 |
|
2019
Q2 | $1.24M | Buy |
44,164
+34,679
| +366% | +$977K | 0.14% | 157 |
|
2019
Q1 | $267K | Buy |
9,485
+396
| +4% | +$11.1K | 0.03% | 379 |
|
2018
Q4 | $234K | Buy |
+9,089
| New | +$234K | 0.03% | 384 |
|
2018
Q3 | – | Sell |
-18,422
| Closed | -$517K | – | 522 |
|
2018
Q2 | $517K | Sell |
18,422
-2,409
| -12% | -$67.6K | 0.06% | 265 |
|
2018
Q1 | $609K | Buy |
20,831
+1,507
| +8% | +$44.1K | 0.08% | 229 |
|
2017
Q4 | $565K | Buy |
+19,324
| New | +$565K | 0.08% | 238 |
|