Householder Group Estate & Retirement Specialist’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $355K | Buy |
8,152
+3,628
| +80% | +$158K | 0.27% | 64 |
|
2024
Q3 | $197K | Buy |
4,524
+3,502
| +343% | +$152K | 0.06% | 246 |
|
2024
Q2 | $40K | Buy |
1,022
+31
| +3% | +$1.21K | 0.01% | 521 |
|
2024
Q1 | $41.3K | Buy |
991
+547
| +123% | +$22.8K | 0.01% | 511 |
|
2023
Q4 | $18K | Hold |
444
| – | – | 0.01% | 663 |
|
2023
Q3 | $16K | Buy |
+444
| New | +$16K | 0.01% | 681 |
|
2023
Q1 | $16K | Buy |
+444
| New | +$16K | 0.01% | 688 |
|