Liberty 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
Q4 | – | Sell |
-3,921
| Closed | -$118K | – | 895 |
|
2021
Q3 | $118K | Buy |
3,921
+248
| +7% | +$7.46K | 0.04% | 258 |
|
2021
Q2 | $113K | Buy |
3,673
+2,594
| +240% | +$79.8K | 0.04% | 201 |
|
2021
Q1 | $30K | Hold |
1,079
| – | – | 0.01% | 388 |
|
2020
Q4 | $30K | Buy |
1,079
+141
| +15% | +$3.92K | 0.01% | 385 |
|
2020
Q3 | $24K | Buy |
+938
| New | +$24K | 0.01% | 370 |
|