Allworth Financial’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 | $366K | Buy |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $409K | Sell |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $787K | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $5.82M | Sell |
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|
2022
Q1 | $9.52M | Sell |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.8M | Sell |
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|
2021
Q2 | $10.9M | Buy |
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|
2021
Q1 | $3.13M | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $3.18M | Buy |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $2.27M | Sell |
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|
2019
Q4 | $2.92M | Buy |
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