CWM
Comprehensive Wealth Management’s FlexShares Credit-Scored US Long Corporate Bond Index Fund LKOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
37,442
+13,218
| +55% | +$561K | 1.28% | 15 |
|
|
2025
Q1 | $1.03M | Buy |
24,224
+8,209
| +51% | +$348K | 0.72% | 20 |
|
|
2024
Q4 | $672K | Buy |
16,015
+2,723
| +20% | +$114K | 0.5% | 24 |
|
|
2024
Q3 | $606K | Buy |
13,292
+843
| +7% | +$38.4K | 0.39% | 22 |
|
|
2024
Q2 | $530K | Buy |
+12,449
| New | +$530K | 0.39% | 22 |
|