Golden State Wealth 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 | $89.2K | Buy |
2,616
+16
| +0.6% | +$546 | 0.01% | 514 |
|
|
2025
Q1 | $80.6K | Sell |
2,600
-840
| -24% | -$26K | 0.01% | 493 |
|
|
2024
Q4 | $97.8K | Buy |
+3,440
| New | +$97.8K | 0.01% | 436 |
|
|
2022
Q1 | $269K | Sell |
9,251
-206
| -2% | -$5.99K | 0.05% | 253 |
|
|
2021
Q4 | $285K | Buy |
+9,457
| New | +$285K | 0.05% | 296 |
|
|
2021
Q1 | – | Sell |
-51,087
| Closed | -$1.45M | – | 231 |
|
|
2020
Q4 | $1.45M | Sell |
51,087
-12,710
| -20% | -$360K | 0.42% | 46 |
|
|
2020
Q3 | $1.65M | Sell |
63,797
-54,804
| -46% | -$1.42M | 0.55% | 34 |
|
|
2020
Q2 | $2.93M | Buy |
118,601
+108,809
| +1,111% | +$2.68M | 0.94% | 18 |
|
|
2020
Q1 | $216K | Buy |
+9,792
| New | +$216K | 0.1% | 149 |
|
|
2019
Q4 | – | Sell |
-146,625
| Closed | -$4.09M | – | 721 |
|
|
2019
Q3 | $4.09M | Sell |
146,625
-13,338
| -8% | -$372K | 1.35% | 15 |
|
|
2019
Q2 | $4.5M | Buy |
159,963
+32,297
| +25% | +$909K | 1.43% | 11 |
|
|
2019
Q1 | $3.6M | Buy |
+127,666
| New | +$3.6M | 1.2% | 17 |
|