SWM
Solano Wealth Management’s Hartford Multifactor Small Cap ETF ROSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.49M | Sell |
37,424
-651
| -2% | -$25.9K | 0.82% | 16 |
|
|
2024
Q1 | $1.58M | Sell |
38,075
-9,937
| -21% | -$414K | 0.89% | 15 |
|
|
2023
Q4 | $1.99M | Sell |
48,012
-350
| -0.7% | -$14.5K | 1.2% | 14 |
|
|
2023
Q3 | $1.74M | Sell |
48,362
-108
| -0.2% | -$3.9K | 1.21% | 14 |
|
|
2023
Q2 | $1.8M | Sell |
48,470
-1,805
| -4% | -$66.9K | 1.22% | 12 |
|
|
2023
Q1 | $1.8M | Buy |
+50,275
| New | +$1.8M | 1.32% | 12 |
|