LPL Financial’s Hartford Multifactor REIT ETF RORE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21,008
| Closed | -$257K | – | 3683 |
|
|
2020
Q2 | $257K | Sell |
21,008
-4,331
| -17% | -$50.8K | ﹤0.01% | 2948 |
|
|
2020
Q1 | $276K | Sell |
25,339
-16,470
| -39% | -$242K | ﹤0.01% | 2559 |
|
|
2019
Q4 | $681K | Sell |
41,809
-1,889
| -4% | -$31K | ﹤0.01% | 2119 |
|
|
2019
Q3 | $715K | Buy |
43,698
+6,614
| +18% | +$104K | ﹤0.01% | 1986 |
|
|
2019
Q2 | $566K | Buy |
37,084
+3,262
| +10% | +$50.7K | ﹤0.01% | 2188 |
|
|
2019
Q1 | $526K | Buy |
33,822
+865
| +3% | +$13.2K | ﹤0.01% | 2185 |
|
|
2018
Q4 | $453K | Buy |
32,957
+7,732
| +31% | +$114K | ﹤0.01% | 2116 |
|
|
2018
Q3 | $385K | Sell |
25,225
-9,870
| -28% | -$154K | ﹤0.01% | 2452 |
|
|
2018
Q2 | $544K | Buy |
35,095
+1,006
| +3% | +$14.6K | ﹤0.01% | 2124 |
|
|
2018
Q1 | $472K | Buy |
34,089
+15,785
| +86% | +$224K | ﹤0.01% | 2204 |
|
|
2017
Q4 | $284K | Buy |
18,304
+3,770
| +26% | +$59K | ﹤0.01% | 2549 |
|
|
2017
Q3 | $226K | Buy |
14,534
+3,291
| +29% | +$51K | ﹤0.01% | 2581 |
|
|
2017
Q2 | $172K | Buy |
+11,243
| New | +$172K | ﹤0.01% | 2625 |
|
LPL Financial's RORE Position: Q3 2020 in Review
LPL Financial sold out of Hartford Multifactor REIT ETF (RORE) in Q3 2020, closing a stake of 21,008 shares — an estimated $257K sold.
LPL Financial first reported a position in RORE in Q2 2017 and held it in 13 quarters. The position peaked at $715K in Q3 2019. 0 funds tracked by Wall St. Rank hold RORE as of Q3 2020.
- LPL Financial reported no remaining Hartford Multifactor REIT ETF position as of Q3 2020 after selling out during the quarter.
- LPL Financial sold 21,008 Hartford Multifactor REIT ETF shares in Q3 2020, an estimated $257K.
- LPL Financial first reported a position in Hartford Multifactor REIT ETF in Q2 2017 and held it in 13 quarters.
- LPL Financial's Hartford Multifactor REIT ETF position peaked at $715K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Hartford Multifactor REIT ETF as of Q3 2020.
Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.