Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,075
| Closed | -$201K | – | 230 |
|
|
2022
Q2 | $201K | Hold |
8,075
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $235K | Hold |
8,075
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $243K | Hold |
8,075
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $243K | Hold |
8,075
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $248K | Sell |
8,075
-6,833
| -46% | -$210K | 0.02% | 229 |
|
|
2021
Q1 | $443K | Sell |
14,908
-4,669
| -24% | -$139K | 0.04% | 180 |
|
|
2020
Q4 | $554K | Buy |
+19,577
| New | +$554K | 0.06% | 149 |
|