Avidian Wealth Enterprises’s FlexShares Disciplined Duration MBS Index Fund MBSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-12,634
Closed -$293K 531
2021
Q4
$293K Hold
12,634
0.02% 400
2021
Q3
$297K Sell
12,634
-630
-5% -$14.8K 0.02% 295
2021
Q2
$313K Buy
+13,264
New +$313K 0.02% 296