Cornerstone Planning Group’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Cornerstone Planning Group’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$768	Hold
2024 Q3	$759	Hold
2024 Q2	$753	Buy