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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$768 – 1662
2024
Q4 		$768 Hold
10
– – ﹤0.01% 1023
2024
Q3 		$759 Hold
10
– – ﹤0.01% 1004
2024
Q2 		$753 Buy
+10
New +$753 ﹤0.01% 1004