OBWG
Onyx Bridge Wealth Group’s Hartford Multifactor US Equity ETF ROUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,966
| Closed | -$282K | – | 186 |
|
|
2022
Q1 | $282K | Sell |
6,966
-327
| -4% | -$13.2K | 0.11% | 111 |
|
|
2021
Q4 | $320K | Sell |
7,293
-8,710
| -54% | -$382K | 0.11% | 109 |
|
|
2021
Q3 | $660K | Sell |
16,003
-113,076
| -88% | -$4.66M | 0.25% | 48 |
|
|
2021
Q2 | $5.21M | Buy |
129,079
+15,887
| +14% | +$641K | 2.25% | 10 |
|
|
2021
Q1 | $4.27M | Buy |
113,192
+10,709
| +10% | +$404K | 2.14% | 12 |
|
|
2020
Q4 | $3.6M | Buy |
+102,483
| New | +$3.6M | 2.36% | 13 |
|