PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-102,406
| Closed | -$3.01M | – | 70 |
|
|
2019
Q4 | $3.01M | Buy |
102,406
+1,401
| +1% | +$41.2K | 3.41% | 9 |
|
|
2019
Q3 | $2.82M | Sell |
101,005
-6,574
| -6% | -$183K | 3.42% | 9 |
|
|
2019
Q2 | $3.03M | Buy |
107,579
+10,631
| +11% | +$299K | 3.36% | 9 |
|
|
2019
Q1 | $2.73M | Buy |
96,948
+18,395
| +23% | +$518K | 2.54% | 10 |
|
|
2018
Q4 | $2.03M | Buy |
+78,553
| New | +$2.03M | 2.52% | 9 |
|