Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $85.6K | Buy |
3,454
+1,656
| +92% | +$41.1K | 0.01% | 434 |
|
|
2022
Q3 | $39K | Sell |
1,798
-400
| -18% | -$8.68K | 0.01% | 437 |
|
|
2022
Q2 | $54.7K | Sell |
2,198
-96
| -4% | -$2.39K | 0.02% | 405 |
|
|
2022
Q1 | $67K | Buy |
+2,294
| New | +$67K | 0.02% | 427 |
|
|
2021
Q3 | $165K | Sell |
5,476
-3,362
| -38% | -$101K | 0.06% | 249 |
|
|
2021
Q2 | $271K | Sell |
8,838
-9,949
| -53% | -$305K | 0.1% | 171 |
|
|
2021
Q1 | $558K | Buy |
+18,787
| New | +$558K | 0.31% | 66 |
|