Kathleen S. Wright Associates’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Hold |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $529K | Buy |
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