Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,982
| Closed | -$214K | – | 139 |
|
|
2021
Q2 | $214K | Sell |
6,982
-6,193
| -47% | -$190K | 0.06% | 127 |
|
|
2021
Q1 | $391K | Sell |
13,175
-72,034
| -85% | -$2.14M | 0.12% | 94 |
|
|
2020
Q4 | $2.41M | Sell |
85,209
-81,766
| -49% | -$2.31M | 0.83% | 27 |
|
|
2020
Q3 | $4.32M | Buy |
166,975
+43,885
| +36% | +$1.14M | 1.68% | 15 |
|
|
2020
Q2 | $3.03M | Buy |
+123,090
| New | +$3.03M | 1.33% | 15 |
|