Golden State Wealth 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
Q2 | – | Sell |
-1,000
| Closed | -$24K | – | 1009 |
|
|
2020
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 474 |
|
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$34K | – | 1067 |
|
|
2019
Q3 | $34K | Buy |
1,100
+1,000
| +1,000% | +$30.9K | 0.01% | 517 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 955 |
|
|
2019
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1003 |
|