WealthPlan Investment Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
6,809
-262
| -4% | -$8.93K | 0.02% | 319 |
|
|
2025
Q1 | $219K | Sell |
7,071
-897
| -11% | -$27.8K | 0.02% | 253 |
|
|
2024
Q4 | $226K | Buy |
+7,968
| New | +$226K | 0.02% | 244 |
|
|
2024
Q1 | – | Sell |
-7,343
| Closed | -$201K | – | 199 |
|
|
2023
Q4 | $201K | Buy |
+7,343
| New | +$201K | 0.03% | 184 |
|
|
2023
Q3 | – | Sell |
-1,752
| Closed | -$46.1K | – | 311 |
|
|
2023
Q2 | $46.1K | Sell |
1,752
-5,170
| -75% | -$136K | 0.01% | 200 |
|
|
2023
Q1 | $182K | Sell |
6,922
-64,431
| -90% | -$1.7M | 0.03% | 163 |
|
|
2022
Q4 | $1.88M | Buy |
71,353
+1,337
| +2% | +$35.2K | 0.13% | 127 |
|
|
2022
Q3 | $1.76M | Buy |
+70,016
| New | +$1.76M | 0.13% | 121 |
|
|
2022
Q1 | $2.64M | Buy |
+95,916
| New | +$2.64M | 0.18% | 106 |
|