Cabot Wealth Management’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
2015
Q4
Sell
2015
Q3
$277K Hold
2015
Q2
$277K Hold
2015
Q1
$278K Sell
2014
Q4
$1.28M Buy
2014
Q3
$1.2M Buy
2014
Q2
$1.19M Sell
2014
Q1
$1.62M Sell
2013
Q4
$1.7M Buy