1776 Wealth’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $525K | Sell |
|
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|
2024
Q2 | $623K | Hold |
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|
2024
Q1 | $623K | Hold |
|
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|
2023
Q4 | $620K | Sell |
|
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|
2023
Q3 | $656K | Hold |
|
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $644K | Buy |
|
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $234K | Buy |
|