Boltwood Capital Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.8M | Sell |
77,918
-5,004
| -6% | -$244K | 1.08% | 24 |
|
2025
Q1 | $4.01M | Sell |
82,922
-5,649
| -6% | -$273K | 1.22% | 23 |
|
2024
Q4 | $4.22M | Sell |
88,571
-116
| -0.1% | -$5.53K | 1.29% | 21 |
|
2024
Q3 | $4.36M | Sell |
88,687
-1,078
| -1% | -$53K | 1.29% | 21 |
|
2024
Q2 | $4.26M | Buy |
89,765
+840
| +0.9% | +$39.9K | 1.33% | 19 |
|
2024
Q1 | $4.25M | Sell |
88,925
-3,737
| -4% | -$179K | 1.32% | 15 |
|
2023
Q4 | $4.44M | Sell |
92,662
-15,804
| -15% | -$758K | 1.47% | 16 |
|
2023
Q3 | $4.99M | Sell |
108,466
-614
| -0.6% | -$28.3K | 1.85% | 13 |
|
2023
Q2 | $5.11M | Sell |
109,080
-7,163
| -6% | -$336K | 1.84% | 13 |
|
2023
Q1 | $5.51M | Buy |
116,243
+5,345
| +5% | +$254K | 2.06% | 10 |
|
2022
Q4 | $5.14M | Buy |
110,898
+14,426
| +15% | +$669K | 2.09% | 10 |
|
2022
Q3 | $4.4M | Sell |
96,472
-9,511
| -9% | -$434K | 2.02% | 11 |
|
2022
Q2 | $5.03M | Buy |
105,983
+1,952
| +2% | +$92.6K | 2.18% | 7 |
|
2022
Q1 | $5.18M | Buy |
104,031
+21,035
| +25% | +$1.05M | 2% | 10 |
|
2021
Q4 | $4.38M | Buy |
82,996
+11,111
| +15% | +$586K | 1.62% | 15 |
|
2021
Q3 | $3.87M | Buy |
71,885
+18,047
| +34% | +$972K | 1.56% | 14 |
|
2021
Q2 | $2.92M | Buy |
53,838
+8,595
| +19% | +$465K | 1.21% | 21 |
|
2021
Q1 | $2.42M | Buy |
45,243
+16,327
| +56% | +$874K | 1.08% | 26 |
|
2020
Q4 | $1.59M | Buy |
28,916
+7,955
| +38% | +$437K | 0.77% | 43 |
|
2020
Q3 | $1.15M | Buy |
+20,961
| New | +$1.15M | 0.64% | 49 |
|