Steward Partners Investment Advisory’s Hartford Multifactor US Equity ETF ROUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
4,269
-185
| -4% | -$9.93K | ﹤0.01% | 1693 |
|
|
2025
Q1 | $226K | Buy |
4,454
+99
| +2% | +$5.02K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $222K | Buy |
4,355
+355
| +9% | +$18.1K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $207K | Hold |
4,000
| – | – | ﹤0.01% | 1511 |
|
|
2024
Q2 | $192K | Hold |
4,000
| – | – | ﹤0.01% | 1464 |
|
|
2024
Q1 | $193K | Hold |
4,000
| – | – | ﹤0.01% | 1457 |
|
|
2023
Q4 | $176K | Hold |
4,000
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q3 | $161K | Sell |
4,000
-1,000
| -20% | -$40.2K | ﹤0.01% | 1385 |
|
|
2023
Q2 | $207K | Hold |
5,000
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q1 | $199K | Sell |
5,000
-5
| -0.1% | -$199 | ﹤0.01% | 1289 |
|
|
2022
Q4 | $195K | Buy |
+5,005
| New | +$195K | ﹤0.01% | 1246 |
|