DWS
Discipline Wealth Solutions’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
8,071
+6,303
| +357% | +$1.41M | 0.69% | 28 |
|
2025
Q1 | $364K | Sell |
1,768
-624
| -26% | -$128K | 0.17% | 58 |
|
2024
Q4 | $517K | Buy |
2,392
+6
| +0.3% | +$1.3K | 0.24% | 51 |
|
2024
Q3 | $508K | Buy |
2,386
+4
| +0.2% | +$852 | 0.27% | 43 |
|
2024
Q2 | $476K | Buy |
+2,382
| New | +$476K | 0.38% | 19 |
|