Beacon Pointe Advisors’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 | $369K | Hold |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $517K | Hold |
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|
2024
Q3 | $521K | Hold |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $519K | Hold |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $985K | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $4.28M | Sell |
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|
2022
Q2 | $4.6M | Sell |
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|
2022
Q1 | $4.65M | Buy |
|