Corient Private Wealth’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $682K | Hold |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $563K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $571K | Hold |
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|
2024
Q1 | $585K | Hold |
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|
2023
Q4 | $558K | Hold |
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|
2023
Q3 | $511K | Hold |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $529K | Buy |
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