AW
TLDH

ACG Wealth’s FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund TLDH Stock Holding History

ACG Wealth’s Portfolio TLDH Stock Details TLDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,820
Closed -$227K – 340
2019
Q4 		$227K Buy
7,820
+10
+0.1% +$290 0.03% 297
2019
Q3 		$217K Hold
7,810
– – 0.03% 301
2019
Q2 		$212K Hold
7,810
– – 0.03% 319
2019
Q1 		$212K Buy
+7,810
New +$212K 0.03% 312