BWA
Burt Wealth Advisors’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
5,230
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $253K | Sell |
5,230
-747
| -12% | -$36.1K | 0.06% | 104 |
|
|
2024
Q4 | $285K | Hold |
5,977
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $294K | Hold |
5,977
| – | – | 0.07% | 95 |
|
|
2024
Q2 | $284K | Hold |
5,977
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $286K | Sell |
5,977
-946
| -14% | -$45.2K | 0.07% | 94 |
|
|
2023
Q4 | $332K | Buy |
6,923
+2,452
| +55% | +$118K | 0.09% | 77 |
|
|
2023
Q3 | $206K | Buy |
+4,471
| New | +$206K | 0.06% | 98 |
|