Castleview Partners’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-22
| Closed | -$3K | – | 707 |
|
2022
Q3 | $3K | Sell |
22
-27
| -55% | -$3.68K | ﹤0.01% | 509 |
|
2022
Q2 | $2.4K | Sell |
49
-99
| -67% | -$4.86K | ﹤0.01% | 618 |
|
2022
Q1 | $25K | Sell |
148
-21,195
| -99% | -$3.58M | 0.02% | 409 |
|
2021
Q4 | $117 | Buy |
+21,343
| New | +$117 | ﹤0.01% | 768 |
|
2021
Q2 | $10K | Buy |
+56
| New | +$10K | ﹤0.01% | 701 |
|