Western Wealth Management’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 | $6.8M | Buy |
126,571
+8,445
| +7% | +$453K | 0.4% | 45 |
|
|
2025
Q1 | $5.99M | Buy |
118,126
+8,572
| +8% | +$435K | 0.4% | 48 |
|
|
2024
Q4 | $5.58M | Buy |
109,554
+13,397
| +14% | +$682K | 0.36% | 51 |
|
|
2024
Q3 | $4.99M | Buy |
96,157
+7,900
| +9% | +$410K | 0.28% | 71 |
|
|
2024
Q2 | $4.24M | Buy |
88,257
+8,549
| +11% | +$411K | 0.31% | 64 |
|
|
2024
Q1 | $3.84M | Buy |
79,708
+18,729
| +31% | +$902K | 0.3% | 70 |
|
|
2023
Q4 | $2.68M | Buy |
60,979
+11,394
| +23% | +$501K | 0.19% | 108 |
|
|
2023
Q3 | $1.99M | Sell |
49,585
-1,230
| -2% | -$49.4K | 0.17% | 128 |
|
|
2023
Q2 | $2.11M | Buy |
50,815
+1,038
| +2% | +$43K | 0.18% | 122 |
|
|
2023
Q1 | $1.98M | Buy |
49,777
+1,882
| +4% | +$75K | 0.18% | 127 |
|
|
2022
Q4 | $1.87M | Sell |
47,895
-45,785
| -49% | -$1.79M | 0.19% | 125 |
|
|
2022
Q3 | $3.31M | Buy |
93,680
+14,664
| +19% | +$518K | 0.19% | 115 |
|
|
2022
Q2 | $2.97M | Buy |
79,016
+21,962
| +38% | +$824K | 0.17% | 136 |
|
|
2022
Q1 | $2.4M | Buy |
57,054
+37,216
| +188% | +$1.57M | 0.12% | 180 |
|
|
2021
Q4 | $875K | Buy |
+19,838
| New | +$875K | 0.09% | 215 |
|
|
2021
Q2 | $438K | Hold |
10,911
| – | – | 0.05% | 389 |
|
|
2021
Q1 | $411K | Buy |
10,911
+3,763
| +53% | +$142K | 0.06% | 328 |
|
|
2020
Q4 | $251K | Buy |
7,148
+600
| +9% | +$21.1K | 0.04% | 390 |
|
|
2020
Q3 | $208K | Buy |
+6,548
| New | +$208K | 0.03% | 407 |
|