Patriot Financial Group Insurance Agency’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,800
| Closed | -$84K | – | 2214 |
|
2021
Q4 | $84K | Sell |
2,800
-3,200
| -53% | -$96K | 0.01% | 695 |
|
2021
Q3 | $181K | Sell |
6,000
-951
| -14% | -$28.7K | 0.03% | 469 |
|
2021
Q2 | $213K | Sell |
6,951
-2,827
| -29% | -$86.6K | 0.04% | 418 |
|
2021
Q1 | $290K | Sell |
9,778
-17,916
| -65% | -$531K | 0.07% | 301 |
|
2020
Q4 | $784K | Sell |
27,694
-15,993
| -37% | -$453K | 0.2% | 113 |
|
2020
Q3 | $1.13M | Buy |
43,687
+10,732
| +33% | +$278K | 0.37% | 51 |
|
2020
Q2 | $811K | Buy |
+32,955
| New | +$811K | 0.31% | 75 |
|