Geneos Wealth Management’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $9.84K | Hold |
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|
2024
Q2 | $8.96K | Hold |
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|
2024
Q1 | $9.37K | Hold |
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|
2023
Q4 | $9.34K | Hold |
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|
2023
Q3 | $8.11K | Hold |
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|
2023
Q2 | $8.33K | Hold |
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|
2023
Q1 | $8.06K | Hold |
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|
2022
Q4 | $8.03K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Buy |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Buy |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Buy |
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