Kathleen S. Wright Associates’s Hartford Multifactor US Equity ETF ROUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $149K | Sell |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $171K | Buy |
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