Cherry Tree Wealth 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 | $980K | Sell |
20,087
-3,927
| -16% | -$192K | 0.23% | 70 |
|
|
2025
Q1 | $1.16M | Hold |
24,014
| – | – | 0.28% | 65 |
|
|
2024
Q4 | $1.15M | Buy |
24,014
+646
| +3% | +$30.8K | 0.28% | 64 |
|
|
2024
Q3 | $1.15M | Sell |
23,368
-1,254
| -5% | -$61.6K | 0.27% | 65 |
|
|
2024
Q2 | $1.17M | Buy |
24,622
+87
| +0.4% | +$4.13K | 0.29% | 62 |
|
|
2024
Q1 | $1.17M | Sell |
24,535
-718
| -3% | -$34.3K | 0.29% | 62 |
|
|
2023
Q4 | $1.21M | Buy |
25,253
+471
| +2% | +$22.6K | 0.32% | 58 |
|
|
2023
Q3 | $1.14M | Sell |
24,782
-316
| -1% | -$14.5K | 0.33% | 52 |
|
|
2023
Q2 | $1.18M | Buy |
+25,098
| New | +$1.18M | 0.34% | 51 |
|