Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-373
| Closed | -$40K | – | 858 |
|
|
2018
Q3 | $40K | Hold |
373
| – | – | 0.01% | 560 |
|
|
2018
Q2 | $42K | Hold |
373
| – | – | 0.01% | 517 |
|
|
2018
Q1 | $41K | Hold |
373
| – | – | 0.01% | 483 |
|
|
2017
Q4 | $42K | Hold |
373
| – | – | 0.01% | 482 |
|
|
2017
Q3 | $39K | Sell |
373
-373
| -50% | -$39K | 0.01% | 472 |
|
|
2017
Q2 | $74K | Buy |
+746
| New | +$74K | 0.02% | 316 |
|