SWAG
Spectrum Wealth Advisory Group’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,189
| Closed | -$349K | – | 44 |
|
|
2020
Q2 | $349K | Sell |
14,189
-90,743
| -86% | -$2.23M | 0.49% | 24 |
|
|
2020
Q1 | $2.31M | Sell |
104,932
-4,770
| -4% | -$105K | 4.99% | 6 |
|
|
2019
Q4 | $3.22M | Buy |
109,702
+3,540
| +3% | +$104K | 5.77% | 5 |
|
|
2019
Q3 | $2.96M | Buy |
106,162
+899
| +0.9% | +$25.1K | 5.88% | 5 |
|
|
2019
Q2 | $2.96M | Sell |
105,263
-28,679
| -21% | -$805K | 6.04% | 4 |
|
|
2019
Q1 | $3.77M | Buy |
+133,942
| New | +$3.77M | 5.9% | 6 |
|