Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $3.65M | Buy |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.64M | Buy |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.63M | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.42M | Sell |
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|
2022
Q4 | $4.45M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $4.44M | Sell |
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|
2022
Q1 | $4.46M | Sell |
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|
2021
Q4 | $4.5M | Sell |
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|
2021
Q3 | $4.55M | Buy |
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|
2021
Q2 | $4.56M | Sell |
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|
2021
Q1 | $4.63M | Sell |
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|
2020
Q4 | $4.88M | Sell |
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|
2020
Q3 | $5.9M | Buy |
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|
2020
Q2 | $5.77M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Buy |
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