Choate Investment Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $457K | Hold |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $344K | Hold |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $228K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $287K | Hold |
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|
2019
Q2 | $286K | Hold |
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|
2019
Q1 | $278K | Sell |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $578K | Buy |
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|
2018
Q2 | $318K | Hold |
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|
2018
Q1 | $307K | Hold |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $295K | Hold |
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|
2017
Q2 | $285K | Hold |
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|
2017
Q1 | $280K | Buy |
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|
2016
Q4 | $246K | Buy |
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