SWM
Strategic Wealth Management’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
Q1 | – | Sell |
-156,972
| Closed | -$4.61M | – | 26 |
|
|
2019
Q4 | $4.61M | Sell |
156,972
-10,597
| -6% | -$311K | 4.38% | 10 |
|
|
2019
Q3 | $4.67M | Buy |
167,569
+673
| +0.4% | +$18.8K | 4.43% | 9 |
|
|
2019
Q2 | $4.7M | Sell |
166,896
-356
| -0.2% | -$10K | 3.65% | 10 |
|
|
2019
Q1 | $4.71M | Sell |
167,252
-30,182
| -15% | -$850K | 4.33% | 10 |
|
|
2018
Q4 | $5.09M | Sell |
197,434
-966
| -0.5% | -$24.9K | 4.63% | 8 |
|
|
2018
Q3 | $5.75M | Sell |
198,400
-997
| -0.5% | -$28.9K | 4.87% | 9 |
|
|
2018
Q2 | $5.66M | Buy |
+199,397
| New | +$5.66M | 5.04% | 7 |
|