DY
Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $792K | Hold |
5,726
| – | – | 0.04% | 240 |
|
|
2022
Q2 | $832K | Sell |
5,726
-1,900
| -25% | -$276K | 0.04% | 237 |
|
|
2022
Q1 | $1.33M | Buy |
+7,626
| New | +$1.33M | 0.06% | 204 |
|
|
2020
Q1 | – | Sell |
-480
| Closed | -$61K | – | 370 |
|
|
2019
Q4 | $61K | Buy |
+480
| New | +$61K | ﹤0.01% | 313 |
|