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Summit Wealth Partners’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Summit Wealth Partners’s Portfolio RODM Stock Details RODM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,534
Closed -$242K – 150
2020
Q4 		$242K Sell
8,534
-18,495
-68% -$524K 0.07% 128
2020
Q3 		$700K Buy
27,029
+1,766
+7% +$45.7K 0.21% 70
2020
Q2 		$622K Buy
+25,263
New +$622K 0.2% 76