Northwest Wealth Management’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $242K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $227K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $153K | Hold |
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|
2018
Q4 | $140K | Buy |
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